How Advisors Are Coping in Coronavirus Epicenters
By Jeff BermanAdvisors in Seattle and in New Rochelle, New York, have shifted to more remote work as they advise concerned clients, they say.
March 16, 2020
Some 'Excepted Benefits' Policies Might Cover Covid-19 TestingAt least some issuers of health insurance products that fall outside the scope of the Affordable Care Act (ACA) benefits rules are providing extra…
March 16, 2020
A Roth 401(k) or Traditional 401(k) — What to Consider Despite Market VolatilityBeyond which plan investment options to choose, your clients will most likely want to know whether or not to contribute to the Roth option in their plan or stick with the traditional option. This conversation is important to have regardless of how the marketing is performing.
March 16, 2020
SEC Extends Some Form ADV Deadlines; FINRA Cancels EventsExtensions "provide additional time so affected funds and advisers can continue meeting the expectations of their investors and clients," SEC Chairman Clayton said.
March 16, 2020
TradePMR Enhances Custodial Platform for RIAs: Portfolio ProductsAlso, Exchange Traded Concepts teams with Qraft to launch new AI-based ETF.
March 16, 2020
Stocks Resume Plunge, Unfazed by Fed Rate CutThe Fed's surprise rate cut Sunday foretells "an avalanche of horrible data in the next few weeks," an economist says.
March 16, 2020
CDC Advises Against Gatherings of 50 or MoreIt also recommended "virtual" events instead whenever feasible.
March 16, 2020
Envestnet Cancels Advisor SummitEnvestnet said it will refund registration fees for the conference, which was to be held in Austin, Texas.