The par account needs to provide resilient long-term investment performance
Inflation and the economic recovery will support portfolio managers looking for deals
Although U.S. stocks have performed well, valuations are looking pricey
Portfolio managers warn that economic optimism could be inflating equities valuations
Investors stand to benefit from higher commodities prices and rebounding demand
Clients who need liquidity also need a safe place for their dollars
Low rates are here for the foreseeable future, but guaranteed income can still work for certain clients
Keep clients on track for retirement despite financial hardship
New disclosure rules come into effect in the 2021 tax year
Covid-19 revealed the benefits and challenges of working from home. Some advisory firms now tout their remote-work capabilities in their recruitment strategies