Client Relations

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.

Although the game of life feels like it’s been put on hold, there are things we can be doing to make the most of our time.

The North American Securities Administrators Association told retail investors Monday to be on the lookout for fraudulent investment schemes.

Turn anxiety to ambition.

It is during times like this that loyal professional relationships can be cemented for the long term or completely destroyed. Here is what lawyers and accountants are hearing from their clients in the wake of the coronavirus pandemic.

CFRA is providing 90 days of free online access to its Outlook publication and other resources.

The bill provides direct help to citizens, businesses, hospitals and state and local governments.

Cresset Capital Management's Avy Stein spends time talking with disease experts to bring clients investment advice that is fully informed by pandemic realities.

A good advisor might talk about the down market as a 'buying opportunity.' But a great advisor can help their clients reset their portfolio for long-term financial success, even in the midst of a crisis.

Clients have a golden opportunity to save money and/or raise needed cash.