By Clive Slovin, courtesy of WealthManagement.com
The ongoing economic, health and financial market calamity has altered life for nearly every American. We're in uncharted territory and never have advisors had to contend with a situation quite like this, not even during the financial crisis.
At the same time, if anyone can navigate these drastic changes, it should be our industry. After all, broker-dealers and RIAs are required to maintain written continuity plans should a natural disaster, terrorist attack or some other emergency disrupt normal operations...read more.