Practice management

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.

Equities have rallied more than 20% from March lows, but remain well below 2020 highs.

The firm is making another targeted purchase while rivals seek to gain ground with their own deals that reshape the sector.

Unlike recent affairs that were marred by protests, this year's meeting — held online because of the coronavirus outbreak — went smoothly as investors overwhelmingly approved the bank's slate of directors and executive compensation plan.

The firm may have crammed five years worth of user adoption into a single month.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Despite the July 15 deadline extension as a result of the coronavirus, some taxpayers are advised to file early.

Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.

Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

XY Planning Network says about 250 students and 50 firms have responded to a new virtual internship program it launched to fill the gap.

My broker-dealer warned that since it’s a forgivable loan it could be seen as a compromise with creditors.

A lull due to the coronavirus appears to be over, according to the No. 1 IBD’s top recruiter. The firm is still competing against a slew of rivals for ex-wirehouse reps.

Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

CEO Larry Fink has provided the federal government insight on coping with the fallout from the pandemic.

The firms have grabbed some three-fourths of the announced incoming advisors, as the pandemic cuts into valuations and casts uncertainty.

There’s more money at stake when executing trades in current market uncertainty.

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

There are important distinctions between 2020 and that meltdown 10 years ago, writes John Taft.