With many clients already home from work because of the pandemic, advisors are being asked why not now? For most, even the wealthy, the answer is clear.
From the Midwest to mid-Atlantic, here's a look at 12 housing markets where first-time homebuyers find the most affordability, according to NerdWallet.
“Just because someone’s charging 1% doesn’t mean you should take them off your list,” an expert says.
Plunging oil prices have all but ruled out the possibility, according to a new report.
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
The policy shift involves a modest number of advisors in Texas as wealth managers also gear up for office reopenings.
In the first-quarter’s coronavirus-driven market decline, 94% of sustainable indexes outperformed, BlackRock research shows.
As liquidity disappeared amid the coronavirus-sparked mayhem, veteran fixed-income portfolio manager Gemma Wright-Casparius saw opportunities.
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Evenings on the town are being replaced with conference calls, online concerts and care packages.
June 3
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Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.
June 2
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The changes being sought would benefit both small businesses and banks, which would avoid the cost of servicing many low-yielding loans.
June 2
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The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
June 2
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Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.
June 2
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The funds will be used to support housing, job training and aid for small businesses in communities that have been disproportionately affected by the pandemic.
June 2
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“It is amazing that annuity sales are only down in the single digits, given the devastating effects that COVID-19 has wreaked on the annuity industry,” an expert says.
June 1
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Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31
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The firm experienced record call volumes earlier this year.
May 28
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Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.
May 28
Mercer Advisors -
The SBA’s form clarifies some issues, but still leaves questions to be answered.
May 27
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LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.
May 27
