Given that I must disclose on my Form ADV that we accepted the aid, I had to ask myself difficult questions about possibly over-zealous regulatory scrutiny as well as my firm's reputation, this advisor writes.
New digital tools have boosted advisors' ability to reach more — but not all — clients.
Our second monthly survey found a smooth transition to remote work and digital customer access channels — but technology issues still arose. The pandemic has highlighted the importance of having a strong digital presence across all retail sectors, including financial services.
The central bank plans to make both outright purchases of corporate bonds as well as funds potentially invested in sub-investment grade debt.
The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.
Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.
By making the right moves, retirees can reduce their taxable income and owe less in capital gains taxes, an expert says.
Little-known provisions include the economic injury disaster loan program, the employee retention credit and even an option to defer some payroll taxes.
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The results were “not just predicated on expense ratios,” an expert says.
May 27
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The latest version supplements the previously posted rules in order to help borrowers submit their loan forgiveness applications as provided under the CARES Act.
May 27
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A planner's casual query about his workspace prompted a rousing discussion in an online chatroom. The conclusions that emerged suggest a reimagined physical and virtual space for planners to meet clients.
May 27
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The new relief plan has something for many taxpayers, including retirees and the recently unemployed.
May 26
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As big banks adopt off-the-rack approaches to reopening skyscrapers to armies of employees, the asset management industry’s solutions are much more bespoke.
May 26
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Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.
May 26
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The new Paycheck Protection Program rules, which created a review process and timeline for paying lenders, did not extend the time borrowers have to comply or increase how much money can be spent nonpayroll expenses.
May 24
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Total assets held by the central bank rose to a record $7.04 trillion in the week through May 20.
May 22
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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.
May 21
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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.
May 20
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“Just because someone’s charging 1% doesn’t mean you should take them off your list,” an expert says.
May 20
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Plunging oil prices have all but ruled out the possibility, according to a new report.
May 20
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Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
May 20
The TOLI Center East -
The policy shift involves a modest number of advisors in Texas as wealth managers also gear up for office reopenings.
May 20
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In the first-quarter’s coronavirus-driven market decline, 94% of sustainable indexes outperformed, BlackRock research shows.
May 20
