The pandemic has transformed the client-advisor experience

Martin Seay, president of the Financial Planning Association, thinks the changes financial advisors and his organization have made as a result of Covid-19 could stick long-term.
by Daniel at http://www.ifacareers.today

Here are key ways the coronavirus crisis differs from the Great Recession

Today's market havoc may feel like a trip down memory lane, but there are stark contrasts between the Covid-19 downturn and the Great Recession. Here are three ways the crises differ from each other.
by Daniel at http://www.ifacareers.today

Financial advisors face new challenges in the way they manage workflow, communicate with co-workers and clients

Market havoc isn't the only worry on financial advisors' minds. The coronavirus pandemic has forced many of them to shift their client relationships online and get their employees ready to work from home. Here's how they did it.
by Daniel at http://www.ifacareers.today

So your financial advisor took a PPP loan. Here's what that means for you

Many independent financial advisory shops are also small businesses with a payroll. That means they're eligible to apply for the Paycheck Protection Program. Here's what you should know.
by Daniel at http://www.ifacareers.today