As a financial professional, you’re always honing your craft and keeping a finger on the economy’s rapid pulse. Discover the latest news, opinions and educational resources from Nationwide Financial to help you manage your practice.
What does it take to attract top diverse talent to your firm? In this video, a diverse group of financial professionals discuss on an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country interested in career opportunities.
As a wellness consultant in the financial industry, I’ve seen my fair share of worn-out financial professionals. At the end of a turbulent tax season or the start of a volatile market cycle, burnout can be brutal and show up seemingly without warning. As you pause for a moment over this holiday season with your families and friends, I hope you’ll take a lesson I shared with my son, Zeke, to heart.
As with many professional groups, succession planning for financial advisor firms can be challenging if not properly prepared. Succession planning is not simply the act of selling your practice. Successful succession planning incorporates all of the items that wrap around the successful transition of your firm to the next owner.
Recent legislative activity aims to help workers build emergency savings and retirement security.
The impacts of high inflation, market volatility and concerns about a future market crash have pushed more older Americans to make the difficult decision to postpone the end of their careers, and some now say they believe they will never be able to retire. This highlights why it’s an important time for plan sponsors, and the financial professionals and consultants who support them, to help workers regain their retirement confidence.
The last two-plus years have presented business owners with challenges they couldn’t have imagined, and many continue to face relentless disruption while managing through recovery and planning for growth. Despite the current economic outlook, one particular segment of business owners is hopeful.
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