How Advisors are Handling the Challenge of COVID-19
By Bernice NapachA study from Practical Perspectives describes a deliberate calm among advisors despite some clients' worries.
April 14, 2020
UBS Is Helping Small-Business Wealth Clients Get PPP LoansThe PPP loans will be made though the Newtek Business Services Corp. and UBS Bank.
April 13, 2020
FINRA Clarifies Disclosure Rules for PPP LoansIt also has shared details on the net capital treatment of covered loans tied to the stimulus' Payroll Protection Program.
April 13, 2020
RIA M&A: Strong in Q1, but COVID-19 Set to Take a TollDeVoe & Co., Echelon and Fidelity share their predictions of what lies ahead for advisor deal-making in 2020.
April 13, 2020
Orion Launches New Marketing PlatformSome advisors said the prior client experience "was disjointed and antiquated," said CEO Eric Clarke.
April 13, 2020
18 Months of Rolling Shutdowns Likely: Fed's Kashkari"This could be a long, hard road," he said. "We should prepare for the worst-case scenario."
April 13, 2020
New Addepar Pricing Assurance Program for RIAs: Portfolio ProductsAlso, RIA in a Box launches an automated Customer Relationship Summary creation tool.
April 10, 2020
To Grasp the Wild Stock Rally, Forget About 2020On the eve of an earnings season nobody has a clue about, the S&P 500 notches its best week in 46 years.