The Three Black Swans of 2020 & Market Volatility Strategies
The financial advice business exists to help people, and that couldn't be more important than it is right now. In recent months, we've witnessed three major events that have changed the world and impacted global economies. As clients voice concerns about the volatility in the markets right now, we have several strategies that can be implemented to bring a sense of calm and confidence to your clients.
In his latest blog, John Novachis, EVP at Investment Planning Counsel sheds light on emerging trends catching the attention of Advisors, but are these the right choice when considering your succession plan?
The industry has a $400 billion dollar problem. Here's what we can do to prepare.
In financial advice business valuation, the most understood, predictable and reliable variable is recurring revenues. Understand the factors separating a 3.5x multiplier from a 1.5x.
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