FA News

How Behavioral Finance Can Help Boost Advisor/Client Relationships

by

Critical times can prompt clients to review their goals, according to Brinker Capital.

Apple To Close Some U.S. Stores Again As Covid-19 Spikes

by

The closures will impact 11 stores across Florida, Arizona, North Carolina and South Carolina.

How Advisors Can Drive More Client, Prospect Engagement On Social Media

by

Advisors have to embrace both personalization and automation to market effectively on social media.

Raymond James Expands In West With $525M Idaho Team

by

The seven-member team moved from Bank of America’s Merrill Lynch.

In Reg BI Revolt, RIA Trade Group Unveils 'Conflicts Can Be Deadly' Ad Campaign

by

A fiduciary group is tying the Covid-19 epidemic into its opposition to the SEC's Reg BI rules.

Cars, Coffee Shops Fuel Emerging-Market Rally Amid Rebound Bets

by

Emerging economies are moving away from their dependence on commodity prices and nurturing their domestic markets.

Mask Policies At AMC, American Stoke Furor On Public Health

by

Several municipal and county officials requiring masks in their localities are at odds with Republican state governors.

Markets Overlook Rising Odds Of Trump Defeat, Raymond James Says

by

The firm boosted its election probabilities for a Biden win to 55%, with a 50% chance of Democrats taking the Senate.

Juneteenth Tests Corporate America's Pledges To Fight Racism

by ,

There's been widening observance of the holiday by U.S. employers.

Pittsburgh-Based Advisor Launches $400M Indy With Dynasty

by

Formerly with UBS, Ahmie Baum specializes in transition planning for individuals, families and businesses.

Students Face $10 Trillion In Lost Earnings Due To Pandemic

by

The estimate is based on a five-month school closure, the World Bank said in a report.

MMI, FA, Execution Project Name Next Chapter Advisory Council Appointees

by

Appointees to the Next Chapter Advisor Council bring a wide range of industry experience and skills to their new role.

Richest 25% Of Americans Cut Spending The Most During Pandemic

by

A majority of the drop came from reduced buying of goods or services that require in-person contact.

Nearly One-Third Of Advisor Clients Express Regrets About Post-2008 Portfolios

by

Many investors who used advisors said they would have handled their investments differently after the financial crisis.

A $1 Trillion Cash Hoard Holds Key To The Fate Of Risk Assets

by

A lot is riding on whether the incipient move out of cash, where it’s earning virtually nothing, continues.

Dalio's Bridgewater Warns Of Possible 'Lost Decade' For Stocks

by

The pandemic-induced collapse in demand has resulted in a huge fall in U.S. corporate profit margins, the firm said.

Cuomo Floats Quarantine For People Entering N.Y. From Florida

by

Gov. Andrew Cuomo said he's considering ordering self-quarantining people coming into the state from Florida.

SBA Issues 'EZ' PPP Loan Forgiveness Application

by

The EZ application requires fewer calculations and less documentation for eligible borrowers.

Fauci Says 'Football May Not Happen This Year' Due To Virus

by

Many NFL teams and college programs have already started voluntary workouts in preparation for the 2020 season.

iShares Debuts Half-Dozen ESG ETFs

by

The new funds expand the company’s sizable lineup of ESG products.