COVID-19's Impact on the Advisor-Client Relationship
By Chris SonzogniThe coronavirus has boosted shifts in how investors find financial advisors and how they prefer to receive financial advice.
November 10, 2020
Jeff Levine Lands New Gig at Tax Software FirmThe popular CPA and CFP will advise Holistiplan on more ways to review clients' tax returns.
November 10, 2020
Focus Adds $926M Advisor GroupDebra Brede and her team make the move after spending the past 30 years with Commonwealth Financial.
November 10, 2020
Why It's Time to Review Your Business Continuity PlanThe pandemic has forced businesses to be prepared for any contingency. Is yours up to the challenge?
November 10, 2020
Deciphering 'Best Interest' in Reg BIIndustry officials of all stripes continue to scratch their heads about the term as they attempt to comply.
November 10, 2020
5 Tasks RIAs Must Balance for GrowthTo achieve stronger results, advisory firms leaders must excel equally across these important core business areas.
November 10, 2020
Why Small Is the New Big for RIAsWhile "scale" is today's industry buzzword, most advisory firms can survive and thrive despite their relative size.
November 10, 2020
The Schwab-TD Ameritrade Deal Is Finally Here"Despite the purchase of small-advisor friendly TD Ameritrade [by Schwab], there are many advancements in technology and new service model choices, making the opportunities for smaller advisors never better," Tim Welsh explains.