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

No online lenders are approved for the agency's traditional programs, but they could make loans under the COVID-19 stimulus package if they get special approval.

“Recent further Fed action from COVID-19 seems to put another layer on a near-40-year bond bull market,” an expert says.

The problem was from a bug related to an external software provider.

For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.

The fintech giant fattened its war chest with a $40 million investment.

“The data that the market typically relies on is too slow to keep up with how rapidly the situation has been changing," says Richard Bernstein Advisors' deputy CIO.

Brian Maslen, MBA, CPA, CMA, serves as the corporate controller at Center. Based in Bellevue, Washington, Center develops CenterCard and Center Expense, an integrated corporate card and expense software solution that use real-time data to help monitor expenses and optimize spend. As Center’s controller, Maslen is responsible for the accounting, tax, and treasury functions. He also leads product initiatives to ensure Center’s software meets the needs of finance professionals, building off his prior experience in Accounting/FP&A roles at Blackberry and Owens Corning.