The pandemic left clients worried, doubting their financial wellness.

Item request has been placed! ×
Item request cannot be made. ×
loading   Processing Request
Read Online Read More Add to Saved list
  • Additional Information
    • Abstract:
      Upfront & more Benchmark DATA-BASED INSIGHT FROM FINANCIAL PLANNING AND ARIZENT RESEARCH Financial Wellness Report A year of economic dislocation has left many clients thinking more deeply about money, with many advisors reporting that clients have low levels of confidence in their ability to reach their goals. Advisors variously described clients as spooked by market volatility or concerned about immediate financial needs, factors that led some clients to want to pull out of the markets altogether. Advisors say clients are too hard on themselves: 79.7% of advisors say their clients were somewhat, very or extremely prepared for financial wellness. [Extracted from the article]
    • Abstract:
      Copyright of Financial Planning is the property of Arizent and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)