How is COVID-19 affecting registered advisors?
Learn how COVID-19 is affecting registered advisors.
- How disruptive is it to their practice?
- Has it changed the way they communicate with their clients?
- What are the top concerns of their clients?
- Have they placed restrictions on who can visit their offices?
- Have they implemented alternate staff arrangements for their staff?
Download Your Reports
How are financial professionals being recruited and how satisfied are they with the career?
Find out how financial advisors view the annuity sales process, market outlook, and more.
Three-quarters of DC advisors have been forced to reconsider how they engage with their clients in the face of new restrictions on their business.