Nerd's Eye View
JANUARY 3, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)
Nationwide Financial
MARCH 13, 2023
As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security.
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Nerd's Eye View
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.
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).
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
Both individual investors and financial professionals are now less optimistic about the next 12 months than they were a year ago, according to the results of our eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute ®. Among financial professionals, the swing away from optimism was even more dramatic.
Conneqtor
FEBRUARY 23, 2023
As a financial advisor, you’re responsible for helping your clients manage their money, everything from educated investment decisions to insurance and planning for milestones like retirement.
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