Nick Wade from Northfield and the Curious Quant discuss the impact of COVID on risk modeling frameworks, assumptions, and how the recent movements in asset markets may or may not impact the short and long-term assumptions of asset owners.
Advisers are satisfied with licensees… except in one area
Advisers are satisfied with their licensee in all but one area, helping business growth, according to annual research from CoreData presented to the Professional Planner Licensee Summit. That factor may be the difference that motivates self-licensed practices to join larger networks as the data shows that the impact of those responsibilities is leading to sleepless nights.
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