Schwab's Purchase of TD Ameritrade: A Timeline
By Janet Levaux | Chris NichollsThe race to zero commissions, which set the $26 billion deal in motion, kicked into high gear about eight months ago.
June 03, 2020
Senate Approves PPP Loan ChangesAmong several changes in the bill is an extension of the payment period to qualify for loan forgiveness.
June 03, 2020
5 Steps to Greatly Improved EfficiencyWith your team working from home, it's a good time to review the gaps and overlaps in your firm's operating procedures.
June 03, 2020
Swedroe, Kotlikoff Warn Advisors to Prepare for Higher Taxes After PandemicAdvisors should consider Roth IRA conversions and irrevocable trusts as governments pile on debt, they said.
June 03, 2020
RIAs Have Lingering Questions on PPP LoansLive Oak Bank's Mike McGinley suggests advisors applying for PPP loans consult CPAs and lawyers.
June 03, 2020
Schwab Rolls Out HSA Program for RIAsAny worker with a high-deductible health plan can open an HSA with Schwab and have their advisor manage it.
June 03, 2020
FPA's Future: Big-Tent Leader or CFP Board Cheerleader?The FPA, once an outstanding megaphone for all in the planning universe, has become a shadow of its former self.
June 02, 2020
Why Diversity Hires Mean Growth for Advisors: StudyA recently released FlexShares analysis finds investors prefer to work with advisors who are most like them.