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Muni market has stabilized since the pandemic jolt, but don't skimp on credit check
FIXED INCOME MAY 04, 2020
Muni market has stabilized since the pandemic jolt, but don't skimp on credit check

Fed steps up with monetary support; experts want Congress to provide more fiscal backing

By Mark Schoeff Jr.
Navigating private real estate investments amid COVID-19
ALTERNATIVES MAY 04, 2020
Navigating private real estate investments amid COVID-19

The pandemic has put real estate valuations on hold for now

By Jeff Benjamin
Long-term care is a woman’s issue
RETIREMENT PLANNING MAY 04, 2020
Long-term care is a woman’s issue

The aging of baby boomers increases the urgency around LTC planning

By Mary Beth Franklin
3 Questions: Encouraging compassion and contributions
PRACTICE MANAGEMENT MAY 04, 2020
3 Questions: Encouraging compassion and contributions

Zac Larson of IntentGen talks about mobilizing clients to support the Chicago community

By InvestmentNews
Buckingham to acquire $424 million RIA
RIAS MAY 04, 2020
Buckingham to acquire $424 million RIA

Founder of RNP Advisory Services has had long-time ties to Buckingham

By InvestmentNews
Brinker Capital's Daniel Crosby talks about the balance of managing client emotions
PRACTICE MANAGEMENT MAY 04, 2020
Brinker Capital's Daniel Crosby talks about the balance of managing client emotions

Keeping clients grounded and focused is especially important during times of extreme stress

By Jeff Benjamin
Advisers should be able to use the pass-through deduction
OPINION MAY 04, 2020
Advisers should be able to use the pass-through deduction

Amid the unprecedented economic disruption, independent contractor financial advisers are among the small business owners adversely impacted

By Dan Arnold
Restore the tax deduction for advisory fees
OPINION MAY 04, 2020
Restore the tax deduction for advisory fees

During these challenging times, it is more important than ever that we protect and expand access to financial advice

By Dale Brown
Take care of yourself so you can better care for your clients
OPINION MAY 03, 2020
Take care of yourself so you can better care for your clients

Advisers contend with the very same financial and emotional strains amid the historic economic downturn

By InvestmentNews
Keeping clients on their path
PRACTICE MANAGEMENT MAY 03, 2020
Keeping clients on their path

Make sure clients keep their eye on the long view, and not let emotions pull them off course

By George Moriarty
AARP gives distribution deal to online annuity seller Blueprint Income
LIFE INSURANCE AND ANNUITIES MAY 01, 2020
AARP gives distribution deal to online annuity seller Blueprint Income

The fixed annuity marketplace will be open to the association's 38 million members

By Emile Hallez
Even with SEC guidance, advisers must decide when to disclose PPP loans
RIAS MAY 01, 2020
Even with SEC guidance, advisers must decide when to disclose PPP loans

The regulator deems ‘material’ federal help to pay personnel who work with clients

By Mark Schoeff Jr.
Withdrawals from DC plans up slightly in 2019
RETIREMENT PLANNING MAY 01, 2020
Withdrawals from DC plans up slightly in 2019

Only 3.9% of participants took withdrawals and even fewer reallocated assets

By InvestmentNews
SEC pulls license from New York broker-dealer
PRACTICE MANAGEMENT MAY 01, 2020
SEC pulls license from New York broker-dealer

The regulator alleges Portfolio Advisors Alliance used false offering documents

By InvestmentNews
Instead of selling in May, advisers may need to get creative
INDUSTRY NEWS MAY 01, 2020
Instead of selling in May, advisers may need to get creative

Ride the summer returns, or try some seasonal sector rotation

By Jeff Benjamin
LPL's Arnold sees different financial advice business post  COVID-19
BROKER DEALERS MAY 01, 2020
LPL's Arnold sees different financial advice business post COVID-19

Less real estate and more reliance on artificial intelligence could be in the industry's future

By Bruce Kelly
Stock traders should heed the lessons of the 1930s
OPINION MAY 01, 2020
Stock traders should heed the lessons of the 1930s

Last month's rebound in equities is likely to be just a blip in a longer-term market decline

By A. Gary Shilling
Rich Americans seize chance to pass on wealth tax-free
RETIREMENT PLANNING MAY 01, 2020
Rich Americans seize chance to pass on wealth tax-free

Key interest rates set by the IRS for estate planning purposes have never been as low as they are starting this month

By Bloomberg
Business development playbook
PRACTICE MANAGEMENT MAY 01, 2020
Business development playbook

Despite the current challenges, including working separately from business partners and staff, now is the time advisory firms should be laying the groundwork for their next phase of growth

By Ryan W. Neal
Should advisers cut fees to help clients during COVID-19?
RIAS APR 30, 2020
Should advisers cut fees to help clients during COVID-19?

Some firms are waiving or reducing fees for clients who have been financially affected by the current crisis

By Emile Hallez