If Joe Biden is the winner of Tuesday's election, a Republican Senate could make it more difficult to overturn Trump-era regulations and enact the Biden agenda that would most impact financial advisors.
Hercules Investment's James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios.
The COVID-19 pandemic had only accelerated the trend of the need for digital engagement between wholesalers and financial advisors, according to a J.D. Power study.
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