Social Media Bolsters Advisors' Work During the Pandemic
By Michael S. FischerLinkedIn remains advisors' favorite platform for business use, a Putnam survey finds.
September 29, 2020
50 States of New Summer COVID-19 Wave Death Data, Plus D.C.Our latest college and university dashboard suggests that careful schools may be getting the virus under control.
September 24, 2020
Edward Jones Advisor: How New Tech Has Boosted Client Service During PandemicWebinar Hub and My Priorities have been especially useful, advisor Alyssa Jennings tells ThinkAdvisor.
September 24, 2020
The Ex-UBS Broker Who Helps White-Collar Felons Prepare for PrisonJustin Paperny, who did time himself, counts an increasing number of financial advisors among his clients, he tells ThinkAdvisor.
September 24, 2020
Advisors Expect More From Asset Managers in 'New Normal'Many advisors say they've changed their ways during the pandemic but asset managers haven't caught up, a Broadridge survey finds.
September 24, 2020
No Donor Slowdown in 2019 as Gifts, Amounts SpikeCharitable gift annuities performed particularly well, a BNY Mellon study shows.
September 23, 2020
RIA Deals Broke Record in Q3 on Future Tax Worries: DeVoeWith a week left this quarter, the number of M&A deals has already broken the quarterly record, DeVoe & Co. says.
September 23, 2020
More Families Are Saving for College, But They Aren't Saving Enough: FidelityMany are concerned about the impact of the pandemic on those savings, according to a new Fidelity study.