Nicola Watts: Will Covid result in mass adviser exodus?

There’s been much written over the past couple of days about a survey and report, compiled by CoreData, into the impact of Covid-19. 

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Guest Column: 4 ways to help clients cope with volatility

 

Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these challenging times?

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Guest Column: 3 must-haves for socially-distanced planning

The pandemic is impacting different sections of society in different ways. For example, a recent study by Legal & General suggested that 1.5m people plan to delay their retirement because of Covid-19 and its financial impacts.

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Nicola Watts: What Covid-19 has forced us to do

It’s been on our “to do” list for months, maybe even a couple of years. We’ve deliberated over what it should look like, what it should do and how we would use it.  We’ve looked at no end of options out there and we’ve completed the due diligence. 

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