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How FAs and firms are adapting to a radically different business environment.

The acquisition would give SoFi control of a technology platform that is currently used by some of its competitors in digital banking.

Instead, the billionaire opted for a lucrative credit hedge that earned his firm about $2.6 billion in profits when the market plummeted.

The program comes as welcome relief for many advisors and their business-owning clients — but the program has struggled since going live on Friday.

Cash-hungry REITs are selling their portfolios at steep discounts as talks heat up over similar deals and even equity stakes in the companies themselves.

Cash-strapped taxpayers may consider waiting until the new deadline to pay or to request a payment plan to buy more time to settle their tax bill.

Firms are trying to maintain enough on-site staffing to ensure swift trading. Some workers feel they have to choose between keeping their jobs and risking their lives.

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.

When Congress killed tax deductions for financial advice in 2017, the world was a different place. Now planners want them restored to help clients during the coronavirus crisis

“Ideally, you would like clients to try not to make really short-term decisions, however this is an unprecedented situation,” an expert says.

Since the all-stock purchase was announced, TD Ameritrade's valuation has plummeted and both firms are now operating with most, if not all, staff working remotely.

The coronavirus pandemic will lead to a major economic downturn and stress mirroring the meltdown that nearly brought down the U.S. financial system in 2008, JPMorgan's CEO said.

Flagship funds at Ken Griffin's firm had been down 5.3% through March 20 before things turned around.

Even as they still have to deal with tax season, the service is tasked with handling much of the stimulus packages.

These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.

“Traditionally, 401(k)s generally have some really good investment options that you wouldn’t be able to do on your own,” an expert says.

Rivals and rating agencies aren’t taking any breaks in the pandemic, and CEO Jamie Price says the new giant IBD network remains on track as well.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.

Even when the market was climbing to records earlier this year, John Miller’s risk appetite exceeded that of some of his peers.