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What will be the longer-term fallout of the coronavirus be on the economy, the markets and society? John Mauldin discusses How the Coronavirus is Already Repricing the World.
Lee Frederiksen's research report states that the financial services industry is poised for a period of rapid change. Not everyone is ready. Read on in Rapid Change in Financial Services Is Going to Produce Winners and Troubled Futures.
As Financial Advisors race to use new technologies and modify engagement and busines processes, Tony Vidler wonders Are Financial Advisors Overlooking The Obvious?
In an uncertain period of life like the one we’re all experiencing right now, Johnny Sanquist give us How to Instill Confidence When the World Is Closed.
James E. Wilson says In order to be a successful long-term investor you have to change the way you look at the financial media. First, you have to understand Why the Financial Media Concentrates on Fear-Based Stories.
Alex Strandell writes that it took close to 5 years for the stock markets to recover from the 2008 crash. With this in mind he wonders Is a 9% Annual Average Return Enough for Your Clients in Retirement?.
Every major event in the world plans to leave a sustaining legacy long after it concludes. Roy Osing writes This Is the Surprising Legacy COVID Will Leave.
Many of you no doubt are redoubling your efforts to connect with your clients during this time of isolation. Paulette Filion and Judy Paradi tell us Why Reaching out to Both Partners Is More Important Than Ever for Financial Advisors.
Timothy Hughes states that we shouldn’t be afraid of polarising opinion, the people that agree with you, will buy from you, those that don’t agree with you won’t buy from you. Here's Why You Need Opinion Not Thought Leadership in Turbulent Times.