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Financial institutions need to alert customers about emails or websites that pretend to offer important COVID-19 information but instead could end up stealing their account numbers or logins.

Executive Director, National Association of Municipal Advisors

Dave Hulsen is the chief operations officer and co-founder of RFP360.

While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.

The early U.S. epicenter of the virus hasn’t seen mass closures of practices, but financial advisors from the area shared tips to try to get ahead of the impact.

“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.

Todd Blaschka is COO of TigerGraph.

Four of new hires are former wirehouse advisors.

Anthony Licavoli, CPA, is a senior manager at Top 100 Firm Rehmann. He supervises tax engagements for clients in a multitude of industries. He is a member of the firm’s international and income tax accounting (ASC 740) groups. He also sits on the firm’s tax reform subcommittee, helping to develop content and tools to assist advisors and educate clients on the technical aspects of new tax legislation.