Coronavirus

The Internal Revenue Service won’t charge people who threw their stimulus money away because they thought the envelope was junk mail.

It would have been easy to get her back in a moment of anxiety and weakness. Here’s why I didn’t.

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

The bill, which passed the House last week on a 471-1 vote, now heads to President Trump’s desk for his signature.

Evenings on the town are being replaced with conference calls, online concerts and care packages.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

The changes being sought would benefit both small businesses and banks, which would avoid the cost of servicing many low-yielding loans.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.

The funds will be used to support housing, job training and aid for small businesses in communities that have been disproportionately affected by the pandemic.

“It is amazing that annuity sales are only down in the single digits, given the devastating effects that COVID-19 has wreaked on the annuity industry,” an expert says.

Among our findings, advisors are (finally) embracing chatbots and robo advisors.

The firm experienced record call volumes earlier this year.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

The SBA’s form clarifies some issues, but still leaves questions to be answered.

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.