Practice

Turning loss into profit in down markets can seem like magic to some clients.

No online lenders are approved for the agency's traditional programs, but they could make loans under the COVID-19 stimulus package if they get special approval.

The problem was from a bug related to an external software provider.

For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.

The fintech giant fattened its war chest with a $40 million investment.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

Only a firm “actively swindling funds” would trigger an onsite visit, according to Peter Driscoll.

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.