Resources for Financial Professionals

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.

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

Economic commentary

Recovery already? More strong data headed by jobs

July 6, 2020

Weekly Review: The labor market continued to rapidly heal from the COVID-19 recession, adding a record 4.8 million...

Economic commentary

What Financial Advisors Should Know About The SECURE Act

January 10, 2020

The SECURE Act’s new reforms provide several planning opportunities for advisors.

Economic commentary

How will the SECURE Act affect small business owners?

December 27, 2019

Big changes on the way for workplace retirement plans.

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...

Economic commentary

Our promise is shown in times of uncertainty

March 16, 2020

As concerns over the coronavirus dominate headlines, shake confidence and cause uncertainty in the market, one thing remains...

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

Consumer activity slowly climbing from the bottom

June 1, 2020

The slow rebuild of commercial activity began in May and should lead to better economic readings in the...

Innovation

Make better choices: Outwit your thinking

September 13, 2018

Rethink your approach to decision making by taking steps to adjust your mindset to see more opportunities

Daily economic commentary

The CARES Act provides a wide variety of potential relief

April 6, 2020

We recognize these are difficult times and we remain committed to helping those impacted make the right decisions

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

Recovery already? More strong data headed by jobs

Investors shrug off coronavirus rebound

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

Post-lockdown spike in spending

June Economic Review: Green shoots emerge in the darkest economic times

Fed fully committed to policy accommodation

Building and maintaining strong relationships with clients post-coronavirus

Job growth for May shocks to the upside

Consumer activity slowly climbing from the bottom

Popular articles

Market Swings and Coronavirus: 4 Facts Clients Need to Know

CARES Act loosens rules on retirement savings distributions

Recovery already? More strong data headed by jobs

What Financial Advisors Should Know About The SECURE Act

How will the SECURE Act affect small business owners?

Building and maintaining strong relationships with clients post-coronavirus

Our promise is shown in times of uncertainty

Post-lockdown spike in spending

Consumer activity slowly climbing from the bottom

Make better choices: Outwit your thinking

The CARES Act provides a wide variety of potential relief

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

Recovery already? More strong data headed by jobs

Investors shrug off coronavirus rebound

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

Post-lockdown spike in spending

June Economic Review: Green shoots emerge in the darkest economic times

Fed fully committed to policy accommodation

Building and maintaining strong relationships with clients post-coronavirus

Job growth for May shocks to the upside

Consumer activity slowly climbing from the bottom

Popular articles

Market Swings and Coronavirus: 4 Facts Clients Need to Know

CARES Act loosens rules on retirement savings distributions

Recovery already? More strong data headed by jobs

What Financial Advisors Should Know About The SECURE Act

How will the SECURE Act affect small business owners?

Building and maintaining strong relationships with clients post-coronavirus

Our promise is shown in times of uncertainty

Post-lockdown spike in spending

Consumer activity slowly climbing from the bottom

Make better choices: Outwit your thinking

The CARES Act provides a wide variety of potential relief