Physician clients are taking a unique hit during the national pandemic. Many not on the front lines of the crisis have seen their income plummet. Advisors to this niche are advising a cautious approach to their financial plans.
The programs will link top advisors and heads of firms with former RIA CEOs, who will offer guidance on how to make decisions in the midst of a volatile market.
Employers facing a June 30 deadline for registration in California's state auto-IRA will need to contact program representatives if they need more time.