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Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.

Research from the FPA found a sharp uptick in planners using and recommending digital assets.

When the millions left unemployed due to COVID-19 return to work, research suggests they will cash out of their former employers’ plans, Spencer Williams writes.

Concurrent is catering to breakaway teams assessing their options after back-office frustrations during the coronavirus, co-founder Mike Hlavek says.

The leading CPA financial planners with over $1 billion in assets under management

The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.

"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.

Four advisors launched a program for RIAs this summer with industry-changing potential.

Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.

With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.