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

Nationwide Financial

OCTOBER 10, 2022

In managing market risk, investors are lagging significantly; only 60% said they have plans in place to help protect assets in volatile markets. Financial professionals are way ahead of the investing public, with 93% reporting strategies in place to help their clients manage market risk.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

Nationwide Financial

MAY 16, 2023

To add implications for consumers’ financial futures, many are concerned about their retirement plans. More than half of those surveyed said they are worried about their ability to save for retirement as well as their retirement accounts losing value in the event of a recession. Whether or not the U.S.

Economics 52

Economics Retirement Clients Retirement Planning 52