June 24, 2020
Navigating the Twists in PPP's Loan Forgiveness RulesWe have recently learned that elements of the SBA's emerging guidance may be effective retroactively.
June 24, 2020
How to Tackle What's Holding Women Back in Finance: RIA ZellThe head of Bridgeworth Wealth also explains how she's restructuring her firm for current and NexGen advisors.
June 23, 2020
Tips for Prospecting During the Pandemic: Fidelity"You can't wait for the world to come back to face-to-face," says David Canter, head of its RIA channel.
June 23, 2020
Top 5 Tips by CPAs to 'Recession-Proof' Finances: AICPAIt's important to plan for a downturn even when the economy is doing well.
June 22, 2020
Report of Retirees Fleeing Market Due to Coronavirus Was Greatly ExaggeratedA big chunk of retirees did not dump all stock holdings, despite concerns raised in a WSJ report and on social media.
June 22, 2020
How to Break Away & Start Your Own Firm in a PandemicIn the short term, you'll have to adjust to a dual life of taking care of clients by day and building your RIA at night.
June 22, 2020
5 Real Estate Trends to WatchThese key developments likely will influence REITs and related property-focused businesses.
June 19, 2020
SBA, Treasury Agree to Disclose PPP Loan Recipient InfoSenators also moved to expand PPP eligibility to some chambers of commerce and groups that promote tourism.
June 19, 2020
Why Opportunity Zones Are FailingThe Urban Institute outlines the key problems of these investments, and possible solutions, in a recent report.
June 19, 2020
Uncertain Summer Childcare Means Employers Should Check COVID-19 Leave LawBusinesses may face complications when employees request paid leave to care for children who might be home for summer.