Coronavirus

By extending their working years, seniors can see an increase in their Social Security payouts.

Working from home doesn’t have to mean all work all the time.

The boost in accounts has helped compensate for withdrawals by investors who need cash.

“We have to have a roadmap for how to deploy capital in this environment,” says the global head of alternatives for the firm’s asset management arm.

A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.

Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

Peg Broadbent's death struck a chord on Wall Street, where thousands of traders deemed essential are still heading into work every day as the pandemic ravages New York City.

Ratings agencies predict major losses for all of the largest BDs, prompting firms to reassess strategies in uncertain times.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

The central bank’s pledge to buy investment-grade credit and certain funds helped spark a rally in higher-rated debt.

The manager may collect over $4 million per year for managing a separate portfolio of commercial mortgage-backed securities issued by government agencies.

The firm had intended on increasing some grid thresholds by about 10%.

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

In some cases, workers who have received severance pay have the option of investing the money for retirement and other long-term goals.

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

No online lenders are approved for the agency's traditional programs, but they could make loans under the COVID-19 stimulus package if they get special approval.

“Recent further Fed action from COVID-19 seems to put another layer on a near-40-year bond bull market,” an expert says.

The fintech giant fattened its war chest with a $40 million investment.