Resources for Institutional, Wealth and Retail Investment Firms During Times of Market Volatility

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April 14, 2020

Financial Recovery Technologies is committed to sharing the latest industry news, developments and best practices with assets owners and asset managers. We have compiled a list of resources beneficial for asset owners and asset managers to help them better understand and prepare strategies during times of market volatility. 

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>> Exchanges Must Keep Running Despite Volatility: WFE (click to read the full article)

Financial Technologies Forum; Published on March 25, 2020

The World Federation of Exchanges (WFE) offers a guide to best practices for its members coping with a pandemic wreaking havoc on global markets.

>> Understanding Volatility if You’ve Never Encountered It Before (click to read the full article)

TradeStation Market Insights; Published on March 26, 2020

The last month has been one of the most volatile in the history of the stock market. Here are some things to know if you’re new to investing and it scared you.

>> How to Handle Volatility (click to read the full article)

Morgan Stanley Wealth Management; Published on March 19, 2020

Markets have gotten much more volatile recently. Here’s why investors should keep their focus on the long game.

>> How Advisors Can Help Retirement Clients Weather a Market Meltdown (click to read the full article)

ThinkAdvisor; Published on March 24, 2020

Amid continued concerns over the coronavirus and stock market volatility, advisors should remain calm and communicate clearly to clients that, in the vast majority of cases, it remains prudent to stay the course with their retirement portfolios, according to retirement experts at Morgan Stanley and other firms interviewed by ThinkAdvisor.

>> With Market Volatility, Consider Goals-Based Planning Over Investment-Based Planning For Retirement (click to read the full article)

The Street; Published on March 20, 2020

For many years, you’ve likely been a member of the investment-based planning crowd. That’s the crowd that seeks the highest investment return or seeks to beat a benchmark. Well, now, amidst all this volatility in the markets, might be the time to consider a different approach to your investment portfolio—goals-based planning.

>> A Strategy for Taking Advantage of the Market Meltdown (click to read the full article)

The Wall Street Journal; Published on March 26, 2020

With tax rates low and asset values beaten down, many people stand to benefit from using Roth IRA conversions to create tax-free income in retirement.

>> Volatility is Still With Us, But a Return to Logic is a Welcome Thing (click to read the full article)

Nasdaq; Published on March 3, 2020

Because the word that has been so overused over recent weeks, it is important to remember that “volatility” does not mean just downward movement; it means violent swings in the market. If yesterday’s gains had been a couple of hundred points or so, it would suggest that things were slowing down. Such a big jump, however, is still technically volatility. Moving higher gives some relief to battered investors, of course, but it isn’t really a sign of consolidation.

>> The Importance of Staying Invested in Volatile Times (click to read the full article)

Morning Star; Published on March 16, 2020

Don’t flee the market in a panic, but rather embrace the turmoil as an investment opportunity–you’ll be better off in the long run.

>> Wealth Managers Urge Calm Amid Market Storm (click to read the full article)

Barrons; Published on March 17, 2020

Another day, another market rout. What’s an investor to think—and do? Alarming headlines are enough to put the coolest investors on edge. Advisors say their first priority is to quell anxiety so clients can have clear-headed discussions about what, if any, changes to make in their portfolios.

>> Future Returns: Wealth Management Tips for Volatile Times (click to read the full article)

Barrons; Published on March 10, 2020

There are constructive ways to put some nervous energy to work, not just in portfolios, but more broadly in other areas of a wealth plan.

>> Fiduciary Duties and Board Options in a Time of Pandemic (click to read the full article)

Gibson Dunn; Published on April 6, 2020

This note is a tool for directors to help them identify some of the issues they should consider to ensure that their decisions are protected by the business judgment rule as they guide their companies during these challenging times.

>> ERISA Fiduciary Best Practices During Market Instability (click to read the full article)

Law360; Published on April 8, 2020

Find out some best practices for plan sponsors and fiduciaries to consider in navigating their retirement plans through the COVID-19 market and business environment.

 

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Founded in 2008, Financial Recovery Technologies (FRT) is the leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities and other class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. For more information, go to www.frtservices.com.

This communication and the content found by following any link herein are being provided to you by Financial Recovery Technologies (FRT) for informational purposes only and does not constitute advice. All material presented herein is believed to be reliable but FRT makes no representation or warranty with respect to this communication or such content and expressly disclaims any implied warranty under law. Opinions expressed in this communication may change without prior notice. Firms should always seek legal and financial advice specific to their unique situation and objectives.

ABOUT FINANCIAL RECOVERY TECHNOLOGIES
SETTLED  I  NON-US GLOBAL OPT-IN  I  ANTITRUST  I  GLOBAL PASSIVE  I  DIRECT OPT-OUT  I  BUYOUTS

Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities and other class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. For more information, go to www.frtservices.com.

 

This communication and the content found by following any link herein are being provided to you by Financial Recovery Technologies (FRT) for informational purposes only and does not constitute advice. All material presented herein is believed to be reliable but FRT makes no representation or warranty with respect to this communication or such content and expressly disclaims any implied warranty under law. Opinions expressed in this communication may change without prior notice. Firms should always seek legal and financial advice specific to their unique situation and objectives.