Lawmakers have stepped in to provide relief to millions of Americans, but the laws come with unforeseen loopholes
While charitable giving will remain an ongoing need, now is also the time for more robust legacy and generational wealth transfer planning
Data may be the new currency for the defined-contribution plan industry, but a common format to share information about plans and participants has faced hurdles
Proper financial planning is vital during divorce
Retirees with modest savings need financial advice, too
Artificial intelligence should be deployed to deliver a human client experience in these extraordinary times
Financial therapists can help people to understand their own perspectives, values, hopes and fears
The trend toward remote communication gives savvy advisers the opportunity to improve their service and effectiveness -- and their scale
Moving away from working in offices could allow firms to draw on a wider pool of talent
The radio host touts a business at the center of a lawsuit by Washington state's attorney general
What turning points can teach financial advisers in a post-pandemic world
Asking clients these three questions about how they're doing during the pandemic can help them plan for a successful retirement
It’s time for advisers to lend a hand to those who are faring less well
The agency could do more to make e-delivery the default option for shareholder communications, while preserving shareholders’ right to request printed material
The end of the stretch provision requires that accounts be distributed within 10 years after the owner’s death
The more you can do to engage with your staff, the more connected they'll feel
The handling of the pandemic provides plenty of examples of how to build (or lose) client trust
The smart money is betting the SEC will prevail in the challenge to its new rules scheduled to take effect June 30
Encourage your clients to complete or update their advance directives, including living wills and health care powers of attorney
The past few years have seen significant growth in regulatory clarity for at least a certain segment of this asset class
