April 13, 2020
« Back to Issue ArchiveDownload Issue View Digital Edition
Available to subscribers only
Featured News
Annuities take center stage
As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.
Fed’s rescue efforts leave advisers hopeful — and confused
The second government stimulus package comes as advisers are still trying to navigate the historic Cares Act
COVID-19 hits college savings plans
Age-based portfolios have improved in design over the past several years, but some investors have been hit harder than others
Financial planning evolves beyond investments in a COVID-19 world
From working remotely to minding mental wellness, advisers adapt to the new normal
State regulators concerned about impact of COVID-19 on private markets
NJ securities chief warns that private placements may be used for virus-related frauds