August 13, 2020
Get More Referrals Without Asking — Prospecting in a Pandemic, Part 1In the first of a four-part series, I look at why asking for referrals doesn't work and what to do instead.
August 12, 2020
Pandemic Raises Risk of Advisor Misconduct, SEC WarnsFor example, advisors might be more likely to borrow money from a client or make a conflicted rollover recommendation, the SEC says.
August 11, 2020
When Clients Get Sick, What Should an Advisor Do?A little reminder that you're thinking about them can go a long way.
August 10, 2020
Fidelity Loses Top Slot: Q2 Robo ReportAlso, robo advisors' portfolios met or beat major market indexes as account openings surged, according to the latest industry research.
August 10, 2020
Nasdaq Valuations Say You'll Be Stuck at Home for a Long TimeIndex's price-earnings ratio tops 36 for first time since 2004, with technology at the core of enabling a touchless world.
August 08, 2020
Trump Orders Extension of Jobless Benefits, Payroll Tax DeferralPresident announces four orders amid impasse over relief bill. His actions are likely to face legal challenges over executive power.
August 08, 2020
Are Americans Hurting More Than Those in Other Wealthy Nations?A recent survey asked adults in the U.S., Canada, Europe, Australia and New Zealand about hardships tied to the current pandemic.
August 07, 2020
July Jobs Report Satisfies Everyone & No OneFriday's data beat expectations, but it's a middle road that probably won't inspire lawmakers to act.
August 07, 2020
8 VIP Tips on Retirement, Tax & Financial Planning TodayHere are some nuggets of wisdom from experts like Jeff Levine and Ed Slott, who spoke at a recent industry event.
August 06, 2020
How Much Does It Take to Retire Comfortably?A Schwab survey finds the COVID-19 pandemic is increasing anxiety and 401(k) engagement by pre-retirees of different generations.