Portfolio

Citadel Securities is humming at record pace as the coronavirus upends finance, moving dozens of employees and their families to a work-from-resort bubble.

With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.

Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.

Even some of the industry’s cheapest products “may be overpriced” in that they’re “mirroring a passive index,” an expert says.

An RIA platform launched by compliance professionals is growing by offering a smaller home for wirehouse and reverse breakaways, Advisory Services Network COO Cindy Halpern explains in an episode of Financial Planning’s Podcast.

As policymakers fear a deflation spiral reminiscent of the Great Depression, contrarians wonder if ultra-loose monetary policies can inspire growth.

The rule change is designed to have an impact in the fight against COVID-19 and applies only to donations made to charitable organizations, an expert says.

The central bank said it “will generally not purchase shares of an ETF that are trading at a premium” of 1% above its net asset value.

How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.

Two testing windows remain for this year, but the board cautions they will take place “only if they can be conducted without compromising the health of exam candidates.”