Nationwide Financial

OCTOBER 10, 2022

Both individual investors and financial professionals are now less optimistic about the next 12 months than they were a year ago, according to the results of our eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute ®. Among financial professionals, the swing away from optimism was even more dramatic.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

Nationwide Financial

MAY 16, 2023

What else are you seeing that is weighing on investors, and how is this impacting their ability to save for retirement? To add implications for consumers’ financial futures, many are concerned about their retirement plans. Our survey revealed that 78% of investors believe the next recession will be moderately or very severe.

Economics 52

Economics Retirement Clients Retirement Planning 52

FMG

OCTOBER 6, 2022

Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Learn more about how Redtail and FMG Suite work hand-in-hand to help you target your ideal clients and develop strong relationships. What prospects may become clients in the next month?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

WiserAdvisor

FEBRUARY 21, 2023

This is a common way to target an individual’s retirement savings. Encourage the elderly to designate a trusted individual to act as their agent Older adults may require someone to carry out some tasks on their behalf in the event that they become incapacitated. Additionally, it also helps clients manage their money better.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104