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Episode Summary Women are more than twice as likely than men to become caregivers at some point in their lives. The demands of caregiving can often interrupt or put an end to a woman’s career, affecting her income, her savings and her future retirement security. In this episode of the Retirement Repair Shop, Liz O’Donnell, author and founder of Working Daughter, a community for women balancing eldercare, careers and more, discusses how financial advisers can support and guide female clients as they juggle their caregiving responsibilities. Episode Notes 02:00 – Background on Liz O’Donnell’s elder care experience – what happened, what it meant for her earnings potential ....
Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year A survey looking at advisers’ growth strategies shows firms are largely focused on two priorities this year: marketing and technology. January 25, 2021 2 MINS As advisers look to the year ahead, firms are largely focused on two strategic priorities: marketing and technology. And as they plot growth strategies for the year ahead, many appear focused on their existing client types, rather than expanding into new client segments. The findings are part of a months-long research project between Transamerica and InvestmentNews Research exploring how adviser business practices have changed in a world shaped by politics and the pandemic. In the final installment of the project, advisers were asked several questions about how they will navigate 2021. ....
Tread Lightly: Advisers Held Back on Mass Communications Related to Election Outcome Many advisers feel the election outcome will be good for markets, but they have held off on mass communications to clients about it. January 11, 2021 2 MINS As a new presidential administration takes over in Washington D.C., most advisers believe the change will be favorable for markets and the nation’s pandemic response … but don’t expect them to broadcast those views. Many advisory firms have held off on sending election-related communications to their broad client base. The findings are part of an ongoing research series exploring changing business practices and attitudes in a world shaped by politics and the pandemic. The latest survey, taken in mid-November, looked at how advisers felt about the election results, and whether they were discussing it with clients. ....
Adapt and Survive: 2020 Forces Adviser Embrace of Digital Tools Advisers were quick to embrace new digital tools this year, new research shows. Firms tried a number of tactics to get everyone on board. December 14, 2020 3 MINS Whether they wanted to innovate – or a pandemic forced their hand – advisers made a great leap forward embracing digital marketing tools in 2020. Forty-two percent of advisers have used a new digital marketing or technology tool for the first time this year, while 88% have expanded the use of at least one tool, new research shows. The findings are part of an ongoing research project between Transamerica and ....