Client Management Financial Planning Numbers 
Nerd's Eye View
OCTOBER 13, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often. Read More.
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
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Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Nationwide Financial
OCTOBER 10, 2022
Among financial professionals, the swing away from optimism was even more dramatic. In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. The value of financial planning.
WiserAdvisor
FEBRUARY 21, 2023
Some studies also show that by 2034, the number of older adults will outnumber children. Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs.
Nationwide Financial
AUGUST 14, 2022
Speaking with clients about their savings goals can be a great way to engage them in basic financial planning and help prepare them for unexpected bills. Although 53% isn’t ideal, this number shows improvement from 35% in 2009. For many, having a solid plan is the key to feeling ready for retirement.
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