DeVoe Launches 2 New Coaching Programs for RIAs
By Jeff BermanOne program gives advisors access to industry veterans; the other is like a "virtual study group on steroids."
April 02, 2020
$900M Merrill Team Goes Indie With Raymond James: Recruiting RoundupMeanwhile, UBS picks up a $160 million Morgan Stanley advisor and a Merrill Lynch duo with $116 million.
April 02, 2020
What RIAs Should Know About Stimulus' Paycheck Protection Loans: DeVoeAdvisors can tap the PPP, as well as express and disaster loans, to pay staff and other business costs during the COVID-19 pandemic.
April 01, 2020
Treasury to Provide Automatic Stimulus Cash to Social Security RecipientsTreasury, IRS reverse stance that Social Security beneficiaries would need to file tax returns in order to receive direct payments.
April 01, 2020
The 1918 Flu Pandemic Hit GDP Hard: EconomistsThe researchers estimate the GDP reduction was equal to about three times the death rate.
April 01, 2020
NAIC Panel Crafts COVID-19 Flexibility Accounting RulesThe draft interpretations could affect mortgage loans and premium grace periods.
April 01, 2020
Need Help Making Payroll? Forgivable Loan Program Could Help AdvisorsBut the program, part of the stimulus package, is "not simple," MarketCounsel's Brian Hamburger says.
April 01, 2020
IRS Guidance on Stimulus Payments Contradicts CARES Act, Senators WarnThey urged the IRS to correct the guidance, which states that Social Security recipients can't get a check without filing a tax return.