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The U.S. Small Business Administration and the Treasury Department relaunched the Paycheck Protection Program on Monday to new borrowers, prioritizing loans from community lenders.
January 11 -
The future of referrals won’t be driverless but it will be largely remote and fueled by pre-COVID fundamentals.
January 7
Mercer Advisors -
The Internal Revenue Service and the Treasury Department released guidance on claiming deductions for expenses associated with Paycheck Protection Program loans that have been forgiven.
January 6 -
“The expectation of sustained volatility in the medium term has re-invigorated hedge fund appeal,” BlackRock and Juniper Place said in their report.
January 6 -
Time and again, they’ve seemingly held up during periods of market stress and proved the skeptics wrong.
January 4 -
For all the central bank’s plaudits, it’s powerless to stop the wealth gap in America from growing wider.
December 31 -
Despite lofty markets, offering a “lazy” portfolio may doom a number of ill-prepared planners in the coming year, our columnist warns.
December 29Advisors Capital Management -
Decisions we make during financial crises alter as retirement nears — and not always for the better.
December 28
Raymond James Insurance Group -
The fund has absorbed $15.6 billion so far in 2020.
December 23 -
A critical PPP deduction, tax extenders, business meal deductions and more are among the critical points.
December 22 -
The program should do more to help the economy adapt to post-virus realities, writes economist Michael R. Strain.
December 22 -
Some advisors say they’re busier than ever in the last weeks of 2020.
December 22 -
The latest round of coronavirus stimulus legislation includes some major tax provisions and changes for accountants to watch out for in the New Year.
December 21 -
The firm has about 200,000 staffers doing their jobs from home, a spokesman said.
December 17 -
There are still plenty of challenges and potential changes on the horizon. Here’s what to watch for.
December 10
Baird -
It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.
December 10 -
The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.
December 9 -
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Clients have been jolted into engaging with their total wealth, not just their money, says UBS’s Ultra High Net Worth and Private Wealth Management Americas head John Mathews.
December 3
UBS Global Wealth Management -
With COVID-19 cases soaring, a growing number of banks, including JPMorgan Chase, U.S. Bancorp and Capital One, have pushed back target dates for bringing employees back to offices. Some are even allowing them to work from home indefinitely.
December 1














