Practice management

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.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

The firm’s diminished ranks are a sign of huge changes in the wirehouse world since the financial crisis ended.

The policy shift involves a modest number of advisors in Texas as wealth managers also gear up for office reopenings.

In the first-quarter’s coronavirus-driven market decline, 94% of sustainable indexes outperformed, BlackRock research shows.

“I’d say independence is resonating with advisors now more than ever,” says recruiter Jodie Papike.

How they’re hiring, striving and even thriving under new conditions.

The U.S. Small Business Administration, in conjunction with the Treasury Department, released a loan forgiveness application for the SBA’s troubled Paycheck Protection Program, along with detailed instructions for the application.

Given that I must disclose on my Form ADV that we accepted the aid, I had to ask myself difficult questions about possibly over-zealous regulatory scrutiny as well as my firm's reputation, this advisor writes.

New digital tools have boosted advisors' ability to reach more — but not all — clients.

The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.

Approximately 450 RIAs custody with Folio, which has $11 billion in assets.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

Three things to focus on when you’re starting an RIA.

Recruiting is likely to accelerate as the pandemic abates, writes Mark Elzweig.

The IBD network had been preparing for disruption, CEO Adam Antoniades says, and it has the financial flexibility it needs to boost financial advisors’ practices.

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.

The IRS is extending the claims period for health care flexible spending arrangements and dependent care assistance programs and enabling taxpayers to make mid-year changes to their accounts.

Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.