July 30, 2020
Senate GOP Floats $1,000 Checks, Blocks Vote on Democratic Aid BillThe bill provides the same size payments to adults and children.
July 30, 2020
How to Beat Zoom Burnout, Compassion FatigueMaria Considine King of Commonwealth explains how to make virtual workdays more manageable and shares lessons from hosting the Summit for Women Advisors.
July 30, 2020
6 RIA M&A Trends to Watch NowHere's why deal-making in the RIA space has remained surprisingly resilient, despite the fallout from the coronavirus.
July 29, 2020
Fed Affirms Commitment to Support a Faltering EconomyBut policymakers stressed that the path "will depend significantly on the course of the virus."
July 29, 2020
Salesforce Buys Stake in Hearsay, 'Doubling Down' on Financial ServicesSalesforce and Hearsay team up to help firms record and track all advisor-client communications, Hearsay CEO Clara Shih tells ThinkAdvisor.
July 29, 2020
Advisors Are Prepared to Withstand COVID-19 Challenges: TD AmeritradeThey came out of a strong 2019, and "it's times like these that breed innovation," TD Ameritrade's Vanessa Oligino says.
July 29, 2020
Banks Report Pervasive Fraud From COVID-19 Loan ProgramHundreds of banks and credit unions express serious concerns about suspicious activity, the SBA's Office of Inspector General says.
July 29, 2020
Fed Extends Lending Facilities Through Year-EndMany of them were due to expire at the end of September.
July 28, 2020
Pandemic Has Changed Advisor–Client Communications for the Long HaulMost clients who say communications with their advisors have changed want to keep those changes when the pandemic ends, Broadridge reports.
July 28, 2020
GOP Aid Plan Includes Bill to Fast-Track Social Security, Medicare ChangesThe bill is one of several that make up the HEALS Act, a package House Speaker Nancy Pelosi says "isn't serious."