"I’m expecting good things in 2021. After all, just putting 2020 behind us is a victory, right?" Kimberly Foss writes
Voices

The future of referrals won’t be driverless but it will be largely remote and fueled by pre-COVID fundamentals.

January 7
4 Min Read
IRS building 2

The Internal Revenue Service and the Treasury Department released guidance on claiming deductions for expenses associated with Paycheck Protection Program loans that have been forgiven.

January 6
2 Min Read
More than three-quarters of family offices said they preferred long-short equity hedge funds, according to BlackRock research.

“The expectation of sustained volatility in the medium term has re-invigorated hedge fund appeal,” BlackRock and Juniper Place said in their report.

January 6
1 Min Read
 The market-implied probability that the Fed will raise rates by year-end is about 45%.

Time and again, they’ve seemingly held up during periods of market stress and proved the skeptics wrong.

January 4
7 Min Read
Federal Reserve interest rates zero coronavirus wealth management revenue 11/18/20

For all the central bank’s plaudits, it’s powerless to stop the wealth gap in America from growing wider.

December 31
7 Min Read
The famous bull sculpture stands near Wall Street in New York, U.S., on Friday, Feb. 12, 2016. U.S. stocks halted a five-day slide that dragged global equities into a bear market, as oil rebounded from a 12-year low and bank shares surged. Photographer: Michael Nagle/Bloomberg
Voices

Despite lofty markets, offering a “lazy” portfolio may doom a number of ill-prepared planners in the coming year, our columnist warns.

December 29
3 Min Read
Voices

Decisions we make during financial crises alter as retirement nears — and not always for the better.

December 28
3 Min Read
Vanguard's overall ETF inflows have been boosted by the conversion of some of its mutual-fund clients to lower-cost ETF shares, a process which amounted to $37 billion in mid-December.

The fund has absorbed $15.6 billion so far in 2020.

December 23
2 Min Read
Grappling with coronavirus

Stay up-to-date on the latest COVID-19 news affecting the industry.

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