Resources for Financial Professionals

Daily Economic Commentary

No split government after all

January 7, 2021

Democrats won both runoff elections in Georgia on Tuesday, giving the party control of the Senate.

Daily Economic Commentary

Market Swings and Coronavirus: 4 Facts Clients Need to Know

March 10, 2020

Amid market volatility, investors should remain calm and not respond to the headlines.

Practice Management

When change comes, how will you take charge?

December 3, 2020

Change is happening at a rapid rate and adapting to it is vital to your continued development as...

Client outcomes

CARES Act loosens rules on retirement savings distributions

April 20, 2020

New rules set in place by the CARES Act provide more options to those who are struggling financially

Business Growth

How financial professionals can achieve their business goals

September 28, 2020

If you don’t know where you’re going, how will you know when you get there?

Client outcomes

SECURE Act 2.0: Supporting Worker Financial Wellness

December 10, 2020

We’re advocating to better retirement outcomes

Daily Economic Commentary

No soft patch in manufacturing

January 6, 2021

The ISM manufacturing index came in much better than expected for December, rising by 3.2 points to a...

Client outcomes

Will possible tax increases affect your client’s retirement planning next year?

September 30, 2020

A few strategies to consider with clients in anticipation of possible income, estate, and gift tax increases next...

Daily Economic Commentary

Near-term Risks Still Climbing

January 13, 2021

Just as the longer-term outlook continues to brighten, the near-term risks are still accumulating.

Client outcomes

Help your younger clients plan their future Social Security benefits

July 30, 2020

A new study by Nationwide discovers that younger clients are eager to learn more about their future Social...

Economic Commentary

COVID/lockdowns hit the job market

January 11, 2021

The effects of increasing government restrictions on in-person activity in response to record infections were stark.

Advisor Blog

Advisor Blog

Practice Management

Building and maintaining strong relationships with clients post-coronavirus

Client outcomes

Help your younger clients plan their future Social Security benefits

Practice Management

Using your voice for good as financial professionals

Economic Commentary

The housing market is back

Recent articles

Jobless claims jump

Will rising rates change the bond market climate?

Core inflation remains muted

Near-term Risks Still Climbing

Financials to kick off earnings season

COVID/lockdowns hit the job market

Lack of trust is a structural headwind

No split government after all

No soft patch in manufacturing

Stimulus to Limit the Near-Term Downside

Growth to be boosted by new stimulus

Popular articles

No split government after all

Market Swings and Coronavirus: 4 Facts Clients Need to Know

When change comes, how will you take charge?

CARES Act loosens rules on retirement savings distributions

How financial professionals can achieve their business goals

SECURE Act 2.0: Supporting Worker Financial Wellness

No soft patch in manufacturing

Will possible tax increases affect your client’s retirement planning next year?

Near-term Risks Still Climbing

Help your younger clients plan their future Social Security benefits

COVID/lockdowns hit the job market

The Advisor Advocate

Practice Management

Building and maintaining strong relationships with clients post-coronavirus

Client outcomes

Help your younger clients plan their future Social Security benefits

Practice Management

Using your voice for good as financial professionals

Economic Commentary

The housing market is back

Recent articles

Jobless claims jump

Will rising rates change the bond market climate?

Core inflation remains muted

Near-term Risks Still Climbing

Financials to kick off earnings season

COVID/lockdowns hit the job market

Lack of trust is a structural headwind

No split government after all

No soft patch in manufacturing

Stimulus to Limit the Near-Term Downside

Growth to be boosted by new stimulus

Popular articles

No split government after all

Market Swings and Coronavirus: 4 Facts Clients Need to Know

When change comes, how will you take charge?

CARES Act loosens rules on retirement savings distributions

How financial professionals can achieve their business goals

SECURE Act 2.0: Supporting Worker Financial Wellness

No soft patch in manufacturing

Will possible tax increases affect your client’s retirement planning next year?

Near-term Risks Still Climbing

Help your younger clients plan their future Social Security benefits

COVID/lockdowns hit the job market