WealthManagement.com - Part One
Below are a series of articles I wrote for WealthManagement.com. I reported on advisor movement and how the industry reacted to events that made national headlines.
imagedepotpro/iStock/Getty Images PlusAdvisor Movement Slows During Q1
Even as the number of advisors jumping channels has slowed during the pandemic, it has not stopped independent channels from continuing to attract the most net new advisors, according to new data.
ANTHONY WALLACE/AFP/Getty Images
How Are Advisors Staying Sane During the COVID-19 Pandemic?
These are stressful times for clients but also for advisors. How do they cope? Exercise, outdoor walks, even meditation—but mostly, commiserating with others who share their experiences.
JOSH EDELSON/AFP/Getty ImagesAdvisors to Doctors Face Unique Challenges
Physician clients are taking a unique hit during the national pandemic. Many not on the front lines of the crisis have seen their income plummet. Advisors to this niche are advising a cautious approach to their financial plans.
Franklin Templeton Fires Portfolio Manager Amy Cooper Involved in Central Park Dog Incident
Franklin Templeton fired portfolio manager Amy Cooper after an internal investigation. The firm "does not tolerate racism of any kind," it tweeted.
rzoze19/iStock/ThinkstockEmail Tops Social Media in Financial Advisor Digital Marketing Success
Studies show email campaigns outperform social media in client engagement and conversions.
metamorworks/iStock/Getty Images PlusVirtual Conferences for Advisors Get a Boost
As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?
