Two dominant sponsors of donor-advised funds say the crisis illustrates the vehicle’s value
The CEO sees taxes rising for individuals and companies, and predicted the corporate rate will be raised from the current 21% up to 28% or 29%
Mediators will work remotely for $100 an hour; so far, 85 agree to participate
The digital wealth management platform had been up for sale since January
Some firms said they will never go back to the way things were before the pandemic
Interactive software helps advisers initiate planning discussions with clients
InvestmentNews Chief Content Officer George Moriarty talks about how annuity sales fared during the first quarter
Tiffany Larew describes how the firm's employees raised $145,000 to aid U.S. nonprofits helping those most hurt by pandemic's fallout
As advisory firms become more comfortable with using digital tools, new tech could make some jobs obsolete
The move by Winston Wealth, a hybrid managing $300 million, follows a similar shift last week by JFC Financial
The firm suggests buying U.S. and emerging market debt and averaging into select stock sectors
The stress involved in working with clients in the current environment is considerable, and firm culture and support are key factors
Finra and state administrators are set to launch online testing for Series 6, 7, 63, 65 and 66 exams
InvestmentNews' CEO talks about how InvestmentNews has used technology to better engage advisers during this unique time
The economic slowdown resulting from COVID-19 will cut into the program’s revenue and boost its expenses
Kristen Lucas is sending hand-drawn cards from her daughter to Luma Wealth clients who are living alone in quarantine
Environmental, social and governance bond issuance increased 272% in April from a year ago
Nyle Bayer of Helios Quantitative is organizing kids ages 5 to 15 to play ball as soon as Sacramento's fields are open
Cincinnati-based Osborn Williams & Donohoe has five advisers
Next-gen advisers need to consider how they'll differentiate themselves and attract clients if digital interactions with clients become more common
