Almost three-quarters (71%) of advisers have more clients now than they did before the COVID-19 pandemic, a survey conducted by The College for Financial Planning found.
The four-question survey of 209 financial advisers, which was conducted from Aug. 25 to Oct. 2, also found that 70% of advisers said their clients have not postponed retirement because of the pandemic and that 61% of advisers will not change their investment advice if Joseph Biden is elected president.
When asked if they were concerned about inflation in 2021, 61% of advisers said they weren’t, while 8% said they were not sure.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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