Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about Taking on clients’ retirement, emotions amid coronavirus-driven crisis Seniors who are worried about retiring amidst the coronavirus-driven crisis can still pursue their retirement plan but will need to make a few moves, according to this article in MarketWatch. They are advised to rerun their financial numbers and focus on what they can control, such as their reaction to market volatility....

Working from home doesn’t have to mean all work all the time — financial advisors are entitled to a break during stressful times, too. With planners all over the country working from home in the wake of the novel coronavirus pandemic, filling the day with stimulating activity is more important now than ever, and Financial Planning might have a solution. We asked advisors, wealth management executives and industry experts for their book recommendations. What has been keeping them entertained...

Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about Here's what to do if clients need to postpone retirement due to coronavirus Seniors who are one or two years away from retirement may have to postpone their plans especially if their savings have dwindled because of the coronavirus crisis, according to this Motley Fool article. They are advised to also continue building their savings and avoid cashing out their retirement assets even if their...

Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about Should your clients stop contributing to their 401(k) in a crisis? Working clients are advised to continue making contributions to their 401(k)s amid the market slowdown caused by the coronavirus pandemic, according to this article in Motley Fool. That's because the correction presents a great time to invest, as many stocks are sold at bargain prices. Funding a 401(k) will also allow them to get...

Our weekly roundup of industry highlights SEC requests comment on fund names rule Fund names are often the first piece of information investors see, and they can have a significant impact on an investment decision, which is why the SEC requests public comment on its current requirements that restrict the use of potentially misleading fund names, according to the regulator. The request seeks feedback on whether the current requirements are effective or if there are viable alternatives the SEC...