Advisors' Social Media Use Surges During Pandemic
By Michael S. FischerAdvisors depend on social media for client contact and new business, Greenwich Associates finds.
August 31, 2020
Focus Adds $675M ESG-Focused Wealth Group in New YorkThe purchase of Seasons of Advice is the 12th deal for the RIA aggregator this year.
August 31, 2020
Glitches Plague TD Ameritrade, Schwab, Vanguard and Other Trading SitesThe outages, slowness and trading difficulties came as Apple and Tesla split shares; the brokerage firms said the issues were resolved later on Monday.
August 31, 2020
Judge Rules Anthem, Cigna Can't Recover Damages Over Failed MergerLaster says Cigna felt that Anthem acted too much like a buyer, rather than like a partner in a merger of equals.
August 31, 2020
What Clients Should Know About Using Net Unrealized Appreciation (NUA)For clients with company stock in their 401(k), using NUA might be a prudent, tax-saving approach.
August 31, 2020
Direxion Introduces Connected Consumer ETF: Portfolio ProductsAlso, T. Rowe Price is changing the strategy of its long-term U.S. Treasury fund from active to passive.
August 31, 2020
IRS Issues Payroll Tax Deferral Guidance Amid Widespread CriticismAccounting exec Daniel Morris recommends that employers "don't walk, but run, from this poorly designed program."
August 31, 2020
U.S. Government Starts Making $12 Billion in ACA Risk Corridors PaymentsHealth insurers had to go to the U.S. Supreme Court to collect the amounts owed.