FA News

Americans, It Turns Out, Would Rather Visit A Store Than Buy Food Online

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Even in cities hardest hit by the pandemic, more than 70% have continued to visit stores for groceries and other essentials.

Clients' Well-Being As Important As Dollars In Future, Advisor Says

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Emotional connections need to be established with clients in the post-Covid 19 world, says Savant Capital's Jeffrey Lewis.

Allworth Financial Expands In Ohio With Purchase Of Capstone Capital

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This is Allworth’s second buy in 60 days and ninth since partnering with Parthenon Capital in 2017.

CFP Board Approves Video Conferencing For Disciplinary Hearings

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The board said the change was necessitated by social distancing and other Covid-19 prevention measures.

UBS Breakaway Team With $330M In AUM Launches RIA In California

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The team made the transition with the assistance of TruClarity Management Solutions

Advisors, Clients Still Light Years Apart On Values-Based Investing

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Depending on their age, advisors both underestimate and overestimate the importance of values-based investing.

Green Technology Key To Pandemic Recovery Plans

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Some government funds will go to emerging technologies to help lower greenhouse gas emissions on an industrial scale.

U.S. New-Home Sales Unexpectedly Rose In April To 623,000 Rate

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The data suggest the housing market is starting to stabilize.

Envestnet Partners With AdvisorStream, Apprise Labs To Create Advisor AI Application

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Envestnet Connect will help advisors deliver AdvisorStream content to their clients.

What Advisors Are Telling Clients About RMD Suspensions

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Are clients' required minimum distributions this year to be or not to be?

Advisors, Clients Should Tread Carefully With PPP Loans

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Restrictions regarding Paycheck Protection Program loans have created unpleasant surprises for some businesses.

$10 Buys You A Chance To Pitch Ideas To Goldman Sachs CEO

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Goldman CEO David Solomon is one of the more than 400 participants in the All-In Challenge raffle and auction

Roth IRAs Let Clients Arbitrage Their Taxes For Difficult Times

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Moving retirement assets into Roth IRAs has become more appealing to savers with possible tax hikes on the horizon.

Calif. Advisor Arrested In Alleged Ponzi Scheme

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Paul Horton Smith Sr. targeted the elderly, including people he knew through his church, authorities said.

Trust In Financial Services At All-Time High—And Not Just In U.S.

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Trust in the financial services sector has grown this year, a new survey reports.

The Most Fun You Can Have While Staying Socially Distant

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Opportunities to take a walk—or climb, or ride—on the socially distanced wild side are beginning to avail themselves.

Millions Of PPP Loan-Forgiveness Requests Are About To Rain On Banks

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Companies that received PPP funding in early April can start to submit forgiveness applications at the end of May.

Biden Does Not See V-Shaped Recovery For U.S. Economy

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More than 36 million people in the U,.S. are out of work as the unemployment rate approaches 15%.

Coronavirus Is A Stress Test Many World Leaders Are Failing

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The number of Covid-19 deaths per million inhabitants is now four times as high in the U.K. as in Germany.

Kaplan Offers Free Online CFA Prep Classes

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The online classes will be held from June to September.