Practice management

The IRS now says some unwanted RMDs can be undone, eliminating the tax bill

Here's what advisors need to know as the agency continues remote exams.

James Gorman is the first known case of a wirehouse executive contracting the virus.

Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.

What do clients value most from their advisors during turmoil?

As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.

Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.

They're following other firms that are delaying, shortening or going virtual as efforts to slow the crisis leave employees working from home.

With clients at home in pajamas, It’s time to go virtual.

Organizations and firms are donating N95 masks, providing resources at no cost and taking steps to protect employees and practices nationwide from the spreading pandemic.

Whether you’re looking for titles you can learn from or an escape into page-turning thrillers, we’ve got you covered.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

FSI aims for a pragmatic approach when advocating on behalf of more than 90 independent broker-dealers and 30,000 financial advisors, Deputy General Counsel Robin Traxler says in an episode of the Financial Planning podcast.

How FAs and firms are adapting to a radically different business environment.

The program comes as welcome relief for many advisors and their business-owning clients — but the program has struggled since going live on Friday.

Firms are trying to maintain enough on-site staffing to ensure swift trading. Some workers feel they have to choose between keeping their jobs and risking their lives.

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.

These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.