Instant Insights / How the Coronavirus Affects HR, Benefits, and Retirement Professionals

Dealing with COVID-19's massive impact on employers, employee benefits, 401(k) and pension plans, health insurance, and more.

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Financial advisors see little disruption to client support from coronavirus

While they don’t expect to emerge completely unscathed, many advisors see a silver lining.

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business man in home office with stylized coronavirus cells looming large outside window

As financial markets and the economy at large are roiled by the effects of COVID-19, financial advisors are being proactive with clients and don’t see panic in their ranks, although they do report clients showing heightened concern.

That’s among the findings of a report from Practical Perspectives, which also notes that large asset managers, such as First Trust, American Funds, and JP Morgan; broker-dealers and home offices; and information sources like CNBC, Morningstar and the Wall Street Journal are proving to offer the most useful support.

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Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.

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