Practice

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

April brought the highest unemployment since the Great Depression. Some of these people are our clients.

Changes to compensation plans get put on hold as advisors and firms reel from pandemic’s economic fallout.

Grid stretches, small account policy changes — it’s a lot to keep track of. Our annual compensation report is here to help.

“The world has become more digital, less global and more local,” says Amy Lo, co-head of the firm’s Asia Pacific wealth division.

In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.

The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.

Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.

Brokers and fund managers are turning to innovation to remain competitive and capture new customers.

The Internal Revenue Service has posted information on how people who weren’t supposed to receive their economic impact payments for the novel coronavirus pandemic should return the money.