New estate-planning tool allows collaboration among clients, professionals
The online platform prompts clients to gather data, complete forms
- July 20, 2020 July 20, 2020
- 11:11
The online platform prompts clients to gather data, complete forms
Private assets, warehouses top the list of investments to watch amid pandemic
Not all businesses will survive the recession
Most respondents didn't work with advisors
Both the macro bull and bear cases support gold, analyst says
The next step is developing rules for who can use "financial planner" and "financial advisor"
The pandemic provides an opportunity for client discussion
Factors to consider in the context of the pandemic
Annual index "reconstitution" will reflect market trends
Risk within the asset class can be managed with diversification