Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.
My broker-dealer warned that since it’s a forgivable loan it could be seen as a compromise with creditors.
As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.
What do clients value most from their advisors during turmoil?
Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.
Organizations and firms are donating N95 masks, providing resources at no cost and taking steps to protect employees and practices nationwide from the spreading pandemic.
How FAs and firms are adapting to a radically different business environment.
From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.
Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.
Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”