Industry

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

Working from home doesn’t have to mean all work all the time.

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

Ratings agencies predict major losses for all of the largest BDs, prompting firms to reassess strategies in uncertain times.

The Justice Department’s antitrust division has signed off on the takeover without requiring any changes, according to a person familiar with the matter.

The firm had intended on increasing some grid thresholds by about 10%.

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

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