Industries

Our second monthly survey found a smooth transition to remote work and digital customer access channels — but technology issues still arose. The pandemic has highlighted the importance of having a strong digital presence across all retail sectors, including financial services.

The S&P CoreLogic Case-Shiller home price index hasn't yet reflected the impact of the coronavirus, but an independent market maker has some thoughts on how it might.

Analysis of two funds in particular shows how important the industry has become to the oil futures markets, as they have attracted record inflows.

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.”

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.

The bank says it has decided to “effectively eliminate the net leverage” of its MLP Income Opportunities Fund and MLP and Energy Renaissance Fund.

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?

While they don't need a child to claim the earned income tax credit, the benefit's value increases based on the number of kids clients have.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

Closed-end funds can allow all clients — not just HNW ones — to invest in alternatives

Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.

Certain locations can help clients maintain their lifestyles — or even improve them.

Although the average rent in some cities sits well under the thousand-dollar mark, in others, figures above $4,000 are standard.

While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.

Some plan to downsize to an inexpensive town nearby.

Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.