Thoughts and Opinions

Market Volatility Shines Spotlight on Client Risk Tolerance

Advisers say clients are staying grounded, focused on long-term investing. Record-level stock market volatility this year, including a near-7% drop on Thursday, has presented financial advisers with a live-fire test of how well they prepared clients to weather daunting economic outlooks.


Dividend Income is a New Minefield For Financial Advisers

Companies are cutting payments to shareholders at a rate not seen since 2009. As the economic fallout from COVID-19 continues to ripple across the financial markets, financial advisers will need to be especially vigilant when working with clients who depend heavily on investment income.