July 07, 2020
Best & Worst BDs for Advisors: J.D. Power — 2020The latest satisfaction survey of more than 3,200 advisors is based on a new set of factors, including professional development and technology.
July 07, 2020
9 Most Overlooked Tax Breaks for Retirees: KiplingerSome of these breaks have been expanded due to the COVID-19 pandemic.
July 06, 2020
12 Top-Performing ETFs in First Half of 2020These funds have returned 30% or more year to date, according to ETF.com.
July 06, 2020
SBA Names Firms Getting $150,000 or More in PPP LoansSome 650,000 larger entities have taken about 75% of the loan money allocated through June 30.
July 02, 2020
Advisor Deal Activity Could Drop 20% This Year: EchelonThe latest transactions report from Echelon Partners projects the slowest year for RIA mergers and acquisitions since 2016.
July 02, 2020
There's Still a Gaping Hole in the EconomyAdd up the numbers from June's jobs report and they remain miles from the pre-pandemic normal.
July 02, 2020
Active Funds' Ability to Beat Passive in Downturns 'Is a Myth': Morningstar"People want to believe," says Ben Johnson, Morningstar's director of global ETF research.
July 02, 2020
How Optimistic Should We Be on U.S. Economy?Former Trump advisor Gary Cohn is cautiously optimistic. Private equity exec Glenn Hutchins, less so.
July 01, 2020
How to Hone Your Leadership Style in Uncertain TimesStart with your team's strengths and weaknesses — including your own — and build on that foundation.
July 01, 2020
House Approves PPP ExtensionMembers of both parties are demanding more details on how the funds have been spent so far.