Resources for Financial Professionals - The Advisor Advocate

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Economic Commentary

Supply-side constraints are having an impact

Weekly Review: Retail spending weaker for May

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Capital Market Impact

Markets remain reactionary to Fed policy

Equity markets look to rebound following the sharpest weekly decline since February

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Client outcomes

What to consider when discussing Medicare enrollment with clients

Those who work past 65 may consider delaying enrollment in Medicare and should be asking certain key questions.

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Economic Commentary

Economy is strong, despite supply issues

June Monthly Review: Demand is booming, but still held back by supply constraints

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Client outcomes

Nationwide and J.P. Morgan launched a new investment product

Continued innovation in the advisory market allows both advisors and clients a better experience.

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Economic Commentary

Inflation spike likely at its peak

Weekly Review: Inflation slowed but remained hot in May

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Client outcomes

Economic Empowerment Day charts a path to Black wealth creation

The economic power of Black Americans is rising, but there’s work to be done to close the gaps...

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Economic Commentary

Hiring accelerates but labor supply still a concern

Weekly Review: Sharp uptick in payroll gains for May

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Client outcomes

Wondering which Medicare plan is best for your clients?

The best plan depends on what they want most from their coverage.

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Client outcomes

Emergency savings access could help workers feel more financially secure

New legislation would provide options for workers to access emergency savings.

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Client outcomes

5 Simple Tips for a Retirement Income Plan

Feel better about your retirement plan with these 5 simple tips to get prepared for the future.

Popular articles

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Client outcomes

Economic Empowerment Day charts a path to Black wealth creation

The economic power of Black Americans is rising, but there’s work to be done to close the gaps...

happy business people

Client outcomes

Nationwide and J.P. Morgan launched a new investment product

Continued innovation in the advisory market allows both advisors and clients a better experience.

illustration of a globe on burgundy background

Economic Commentary

Supply-side constraints are having an impact

Weekly Review: Retail spending weaker for May

illustration of a yellow credit card on a green background

Client outcomes

The new questions and concerns clients may have about Social Security

September 17, 2020

Recent executive action from the president has raised questions about the sustainability of Social Security

an illustration of the word medicare on blue background

Client outcomes

What to consider when discussing Medicare enrollment with clients

Those who work past 65 may consider delaying enrollment in Medicare and should be asking certain key questions.

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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...

four people smiling

Client outcomes

5 Simple Tips for a Retirement Income Plan

Feel better about your retirement plan with these 5 simple tips to get prepared for the future.

two volunteer workers

Client outcomes

Emergency savings access could help workers feel more financially secure

New legislation would provide options for workers to access emergency savings.

illustration of medicine on dark blue background

Client outcomes

Wondering which Medicare plan is best for your clients?

The best plan depends on what they want most from their coverage.

business people in a meeting

Client outcomes

SECURE Act 2.0 aims to improve American’s financial security

There’s strong support among financial professionals for this new legislation

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Business Growth

Extraordinary Conversations: Members of the Financial Alliance for Racial Equity discuss the opportunity to drive more diversity and inclusion in the financial services industry

Nationwide joined forces with industry partners and Historically Black Colleges and Universities to launch the Financial Alliance for...

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