Coronavirus

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.

Where some see unacceptable risk, others are eyeing bargain airplane tickets.

Financial institutions need to alert customers about emails or websites that pretend to offer important COVID-19 information but instead could end up stealing their account numbers or logins.

The early U.S. epicenter of the virus hasn’t seen mass closures of practices, but financial advisors from the area shared tips to try to get ahead of the impact.

The regulator is giving firms more flexibility in supervising employees working remotely and in relocating personnel to temporary locations.

Even with staff working from home, the agency “remains able and committed to fully executing its mission," the SEC said.

The employee “is at home while their health is being closely monitored by their doctor and public health authorities,” a spokeswoman for the bank said.

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

The richer they are, the more options clients have to insulate themselves from the coronavirus and its effects.