Coronavirus

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.

The results were “not just predicated on expense ratios,” an expert says.

The latest version supplements the previously posted rules in order to help borrowers submit their loan forgiveness applications as provided under the CARES Act.

A planner's casual query about his workspace prompted a rousing discussion in an online chatroom. The conclusions that emerged suggest a reimagined physical and virtual space for planners to meet clients.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

As big banks adopt off-the-rack approaches to reopening skyscrapers to armies of employees, the asset management industry’s solutions are much more bespoke.

Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.

The new Paycheck Protection Program rules, which created a review process and timeline for paying lenders, did not extend the time borrowers have to comply or increase how much money can be spent nonpayroll expenses.

Total assets held by the central bank rose to a record $7.04 trillion in the week through May 20.

With many clients already home from work because of the pandemic, advisors are being asked why not now? For most, even the wealthy, the answer is clear.

From the Midwest to mid-Atlantic, here's a look at 12 housing markets where first-time homebuyers find the most affordability, according to NerdWallet.