Resources for Financial Professionals

Beyond Investing

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

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

Building and maintaining strong relationships with clients post-coronavirus

June 9, 2020

A recent study sheds light on some of the most effective ways to build and maintain strong relationships...

Practice Management

Tips to minimize cybersecurity risks when working from home

April 30, 2020

As we continue to work from home, these tips can minimize cybersecurity issues.

Practice Management

Navigating through times of uncertainty to your new normal

April 22, 2020

Moments of transition and uncertainty can provide advisors with opportunities for continued professional development and personal growth

Client outcomes

What You Need to Know About Taking Required Minimum Distributions (“RMDs”) in 2020

May 15, 2020

While many people might be tempted to avoid RMDs whenever they can, this isn’t always the best option.

Economic Commentary

Post-lockdown spike in spending

June 22, 2020

The comeback in retail sales for May was much larger than expected as total sales jumped by 17.7...

Economic Commentary

Better economic data, but rising infection rates increase near-term risks

July 24, 2020

July Monthly Dashboard: The recovery gathered still more steam in June as job gains and retail spending spiked...

Economic Commentary

Home sales storm back in June

July 27, 2020

Weekly Review: Existing home sales soared by 20.7 percent in June as homebuyers rushed back into the housing...

Economic Commentary

Rising new coronavirus infections muddies positive economic data

July 13, 2020

Weekly Review: The sharp rise in COVID-19 cases clouded the recovery’s prospects last week even though the economic...

Economic Commentary

Coronavirus fears set in

March 2, 2020

Equity markets were sent into a tailspin as investors grappled with potential negative impacts for the global economy.

Advisor Blog

Advisor Blog

Capital Market Impact

Are we in for a recession or something worse?

Economic Commentary

Our promise is shown in times of uncertainty

Economic Commentary

A record breaker

Daily Economic Commentary

The CARES Act provides a wide variety of potential relief

Recent articles

Help your younger clients plan their future Social Security benefits

What Will Presidential Politics Mean for the Market in 2020?

Home sales storm back in June

Better economic data, but rising infection rates increase near-term risks

Another burst of retail spending

More evidence that the economic recovery has begun

Rising new coronavirus infections muddies positive economic data

Recovery already? More strong data headed by jobs

Virus concerns climb while the economic data improve

The COVID-19 recession began in February but did it end in May?

Nationwide Quarterly Market Insights Q3 Webinar

Popular articles

CARES Act loosens rules on retirement savings distributions

Market Swings and Coronavirus: 4 Facts Clients Need to Know

Building and maintaining strong relationships with clients post-coronavirus

Tips to minimize cybersecurity risks when working from home

Navigating through times of uncertainty to your new normal

What You Need to Know About Taking Required Minimum Distributions (“RMDs”) in 2020

Post-lockdown spike in spending

Better economic data, but rising infection rates increase near-term risks

Home sales storm back in June

Rising new coronavirus infections muddies positive economic data

Coronavirus fears set in

The Advisor Advocate

Capital Market Impact

Are we in for a recession or something worse?

Economic Commentary

Our promise is shown in times of uncertainty

Economic Commentary

A record breaker

Daily Economic Commentary

The CARES Act provides a wide variety of potential relief

Recent articles

Help your younger clients plan their future Social Security benefits

What Will Presidential Politics Mean for the Market in 2020?

Home sales storm back in June

Better economic data, but rising infection rates increase near-term risks

Another burst of retail spending

More evidence that the economic recovery has begun

Rising new coronavirus infections muddies positive economic data

Recovery already? More strong data headed by jobs

Virus concerns climb while the economic data improve

The COVID-19 recession began in February but did it end in May?

Nationwide Quarterly Market Insights Q3 Webinar

Popular articles

CARES Act loosens rules on retirement savings distributions

Market Swings and Coronavirus: 4 Facts Clients Need to Know

Building and maintaining strong relationships with clients post-coronavirus

Tips to minimize cybersecurity risks when working from home

Navigating through times of uncertainty to your new normal

What You Need to Know About Taking Required Minimum Distributions (“RMDs”) in 2020

Post-lockdown spike in spending

Better economic data, but rising infection rates increase near-term risks

Home sales storm back in June

Rising new coronavirus infections muddies positive economic data

Coronavirus fears set in