Practice

"The game changed in 2020 and there’s a lot we have learned that can potentially skyrocket our success through 2021," writes Chip Munn.

A Pakistani Muslim women who started her career as a financial advisor in the U.S. after 9/11, Ayesha Yasin faced and overcame multiple stereotypes.

The legislation would rival the $2 trillion March 2020 CARES Act in size and scope and follow a $900 billion December relief package.

It’s a move that combines two businesses providing products and services in high demand — investment returns and retirement income, the firms said.

The planning needs and strategies for a woman should focus more heavily on longevity and creating lifetime income streams after her spouse has passed away.

The fintech will help these consumers set aside money in a tax-advantaged savings account that won’t jeopardize federal benefits tied to income.

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

Helping employees reach a financially stable retirement is a top priority for employers.

The largest banks have cut compensation or held it steady for their top executives. Many regionals, though not all, are expected to make similar decisions as boards balance the desire to reward strong leadership during the pandemic with lackluster financial performance and public relations concerns.

The regulator will be stepping up scrutiny of advisors on this issue and others, including ESG and cybersecurity.