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Lessons from Black Monday — and crises since
OPINION MAR 23, 2020
Lessons from Black Monday — and crises since

Once things settled down after the 1987 crash, there was a lot of money set in motion

By Jack Sharry
Senate virus rescue plan stalls
REGULATION AND LEGISLATION MAR 23, 2020
Senate virus rescue plan stalls

Democrats voted to reject Majority Leader Mitch McConnell's latest version of the measure

By Bloomberg
Fed signals unlimited QE, adds aid for companies, municipalities
INDUSTRY NEWS MAR 23, 2020
Fed signals unlimited QE, adds aid for companies, municipalities

The central bank outlined a new wave of efforts to bolster the economy, including more bond buying

By Bloomberg
Now’s the time  for advisers to think globally, but act locally
PRACTICE MANAGEMENT MAR 22, 2020
Now’s the time for advisers to think globally, but act locally

XY Planning network organized a pro bono effort to help those struggling as a result of COVID-19.

By InvestmentNews
A better way of giving
INDUSTRY NEWS MAR 22, 2020
A better way of giving

Easy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk about

By Mark Schoeff Jr.
Wealthfront takes another step to becoming a digital bank
RIAS MAR 20, 2020
Wealthfront takes another step to becoming a digital bank

The robo-adviser says it will automatically pay bills and invest the rest in the most appropriate accounts

By Ryan W. Neal
The crisis adviser is a leader
OPINION MAR 20, 2020
The crisis adviser is a leader

Your response to COVID-19 will be remembered for years to come

By Steve Gresham
Bear market puts active management back in the spotlight
INDUSTRY NEWS MAR 20, 2020
Bear market puts active management back in the spotlight

After mixed early reviews, active funds may be able to find opportunity in declining markets

By Jeff Benjamin
Planners offer pro bono services amid market crash, COVID-19
RETIREMENT PLANNING MAR 20, 2020
Planners offer pro bono services amid market crash, COVID-19

The Financial Planning Association has launched a directory of CFPs who are volunteering their services

By Emile Hallez
DAFs are easier to  establish, administer than private foundations
INDUSTRY NEWS MAR 20, 2020
DAFs are easier to establish, administer than private foundations

But foundation advocates say they allow more sophisticated philanthropy than a DAF

By Mark Schoeff Jr.
Digital model marketplaces adding more active management strategies
FINTECH MAR 20, 2020
Digital model marketplaces adding more active management strategies

As advisers look for answers after the sell-off, Oranj will expand its model marketplace with active asset management products from AllianzGI

By Ryan W. Neal
Senate coronavirus package would allow hardship early access to retirement accounts
RETIREMENT PLANNING MAR 20, 2020
Senate coronavirus package would allow hardship early access to retirement accounts

Financial industry also pushes for temporary waiver on required minimum distributions

By Mark Schoeff Jr.
Delay in 2019 tax filing date means deadline for 2019 IRA contributions also extended
IRA ALERT MAR 20, 2020
Delay in 2019 tax filing date means deadline for 2019 IRA contributions also extended

Advisers need to watch for administrative errors on the part of financial institutions, though

By Ed Slott
IRS delays tax-filing date to July 15
REGULATION AND LEGISLATION MAR 20, 2020
IRS delays tax-filing date to July 15

After the extension, the deadline for filing now matches the deadline for tax payments announced previously

By Bloomberg
401(k) lawsuits keep coming, despite COVID-19
RETIREMENT PLANNING MAR 19, 2020
401(k) lawsuits keep coming, despite COVID-19

Two lawsuits over plans’ target-date investments were filed in the past week, and there was a major development in another case

By Emile Hallez
How COVID-19 is challenging adviser technology
FINTECH MAR 19, 2020
How COVID-19 is challenging adviser technology

Even the rapidly moving tech world is having to slow down for the pandemic

By Ryan W. Neal
How balanced portfolios recovered after six major market events
EQUITIES MAR 19, 2020
How balanced portfolios recovered after six major market events

Here's a look at how a basic portfolio of 60% stocks and 40% bonds performed following six major market events in recent decades

By Jeff Benjamin 
LPL adding hours to its back office
BROKER DEALERS MAR 19, 2020
LPL adding hours to its back office

The firm will be open for advisers' business on Saturdays, too

By Bruce Kelly
Advisers get bullish in a bear market
INDUSTRY NEWS MAR 19, 2020
Advisers get bullish in a bear market

With equities down 30%, some say it's getting too cheap to stay on the sidelines

By Jeff Benjamin
Voya adds student-loan service for 401(k)s
RETIREMENT PLANNING MAR 19, 2020
Voya adds student-loan service for 401(k)s

The plan record keeper added a service allowing employers to make loan payments or plan contributions for workers

By Emile Hallez