Practice

Despite besting the broader market over the long-term, those at the top have underperformed in the first half of 2020.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

The party’s draft party platform criticizes lax standards implemented by the Trump administration, and vows to strengthen Social Security.

The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.

“It’s going to flip everything on its head,” says one XY Planning Network advisor.

In the first half of the year, the country’s largest pension system cast votes against pay plans at 1,165 firms, or 52% of portfolio companies that held votes.

The current proposal “would lead to worse outcomes for plan participants as plan sponsors shied away from assessing ESG risks in selecting investments,” the research firm says.

The move follows efforts to reduce expenses in the company’s global wealth management business.

Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.

Three of the quartet join the South Dakota office, while the fourth is in Washington state.