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How FAs and firms are adapting to a radically different business environment.
April 7 -
The acquisition would give SoFi control of a technology platform that is currently used by some of its competitors in digital banking.
April 7 -
Instead, the billionaire opted for a lucrative credit hedge that earned his firm about $2.6 billion in profits when the market plummeted.
April 7 -
The program comes as welcome relief for many advisors and their business-owning clients — but the program has struggled since going live on Friday.
April 7 -
Cash-hungry REITs are selling their portfolios at steep discounts as talks heat up over similar deals and even equity stakes in the companies themselves.
April 7 -
Cash-strapped taxpayers may consider waiting until the new deadline to pay or to request a payment plan to buy more time to settle their tax bill.
April 7 -
Firms are trying to maintain enough on-site staffing to ensure swift trading. Some workers feel they have to choose between keeping their jobs and risking their lives.
April 7 -
As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.
April 6
Harris & Harris Wealth Management Group -
When Congress killed tax deductions for financial advice in 2017, the world was a different place. Now planners want them restored to help clients during the coronavirus crisis
April 6 -
“Ideally, you would like clients to try not to make really short-term decisions, however this is an unprecedented situation,” an expert says.
April 6













