Portfolio

The decade’s top performers also outpaced broader markets over the short term.

Advisor Zaneilia Harris has come to a bleak conclusion.

Evenings on the town are being replaced with conference calls, online concerts and care packages.

Don’t expect significant changes anytime soon to longstanding complaints about conflicts of interest in the “issuer pay” model of the ratings business.

Nicole Pullen Ross also heads an initiative to handle wealth management for athletes and entertainers.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.

The funds will be used to support housing, job training and aid for small businesses in communities that have been disproportionately affected by the pandemic.