Pro Bono Financial Planning Surged in 2020, Group Says
By Jeff BermanGrantees and partners provided 27% more one-on-one advice sessions than in 2019, the foundation said.
April 09, 2021
Raymond James Nabs Morgan Stanley, MassMutual TeamsThe teams, along with two other advisors from other firms moving to Raymond James, manage a total of $686 million in client assets.
April 09, 2021
Proposal Could Make Life Insurers Bigger Real Estate OwnersLife insurers might get to put more of the value of commercial real estate in risk-based capital totals.
April 09, 2021
Consumers Expect to Use More Health Care This Year: Insure.comAbout 40% of survey participants said they have postponed care because of the COVID-19 pandemic.
April 09, 2021
Maggie Seidel Takes Finseca Public Affairs Post: Personnel MovesTransamerica has a new TPA services vice president, and Minnesota Blue's CEO is retiring.
April 08, 2021
5 Ways Advisors, Clients Have Changed in the PandemicAn Advisor360 survey finds shifts in communications, trading, portfolio rebalancing and how investment objectives and goals. are defined.
April 08, 2021
15% of U.S. Stock Investors Started in 2020: Schwab SurveyThese investors say they learned lessons in 2020 about investing for the long term, and 72% plan to buy and hold this year.
April 08, 2021
Ed Slott's Last-Minute Tax TipsOne tip: Remember that the May 17 tax filing deadline doesn't apply to first-quarter estimated tax payments.