FA News

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.

All The Loopholes U.S. States Have To 'Balance' Their Budgets

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As costs related to Covid-19 mount, the temptation to take advantage of fiscal-planning loopholes will only grow.

Hydroxychloroquine Tied To Deaths, Heart Risk In Covid Study

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Trump’s endorsement has led many people to take the medications without scientific proof of their benefit.

Ecstatic And Terrified, Americans Are Rushing Out Of Their Homes

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Americans seem resigned to participating in a coronavirus experiment that begins in earnest this Memorial Day weekend.

MAI Capital Management Acquires Grisanti Capital Management

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The deal increases MAI’s assets under management by over $225 million.

Which ETFs Are Winning The Factor Race?

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Factor investing entails more than just “set it and forget it.”

Smarsh Acquires Entreda As Line Blurs Between RegTech, Cybersecurity

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The two firms hope to create synergies as more advisors and banks go online to find and serve clients.

More Than One Thousand Firms Now Use Schwab's Portfolio Connect Tool

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The tool, designed for smaller firms, has also been enhanced since its 2019 launch.