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Thought Leadership in Action

How Financial Advisors Are Adjusting to Remote and Hybrid Work

The pandemic forced businesses to adapt their work processes for a virtual environment — opening more opportunities for financial advisors. An October 2021 pulse survey from Insperex found that many financial advisors are open to virtual processes moving forward, even as others are moving back to in-person operations. Since the beginning of the pandemic, nearly three-quarters of responde...

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RIAs Proved Their Worth During March 2020 Meltdown, Study Says

Last year’s swift bear market revealed that “clients working with RIAs tend to sell less and buy more” when markets tumble, according to a new academic paper. Greg Bartalos, RIAIntel, March 4, 2021 Articles, white papers, and research reports regularly counsel advisors about how they should communicate with clients and manage their portfolios during sharp downturns. In the past decade, h...

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COVID-19, the U.S. Life Sector and Long-Term Growth 

Over the past year, many sectors in the economy have been significantly impacted by COVID-19. Some will recover, some will adapt, and some will not return. For the U.S. life and annuity sector, the COVID-19 pandemic is rapidly forcing transformative change. Having faced flat to declining sales for over a decade, the pandemic is now accelerating sector adaptation at an unprecedented rate....

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