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Thought Leadership in Action

How to Map Future-Oriented Skills Across Your Workforce

The world of work is on track to see substantial changes in the next three to five years. Before COVID-19, the World Economic Forum predicted that machines would perform more than half of all jobs by 2025. And since COVID-19, changes that were expected -- such as the change from an in-office work model to one that’s more fluid and flexible -- have been accelerated. Work will only continu...

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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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Category: Financial Industry

Everything You Need to Know About the COVID-19 CARES Act

On Wednesday, March 25, 2020, the U.S. Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, delivering a massive influx of cash for individual Americans, businesses and health care facilities reeling from the COVID-19 pandemic. The $2 trillion bill is the largest in U.S. history and is designed to stimulate the economy during the COVID-19 pandemic. The long-await...

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Category: Financial Industry

Economic Relief During the COVID-19 Crisis

The number of confirmed COVID-19 cases in the United States has now surpassed the numbers reported in China and Italy, and cases are continuing to climb. It’s too early to tell what the full economic impact will be, but we know it could be severe.  In light of the COVID-19 crisis and the National State of Emergency in the United States, unemployment is on the rise, and even working emplo...

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