We can’t let this virus hinder us from further elevating the profession and advocating on federal and state policies that could influence the trajectory of the field, says Martin Seay, FPA president.
Fidelity, Schwab and TD Ameritrade are hiring call center reps and others to answer investor questions—but what does that mean for the RIAs that custody with them?
The task force is headed by former FBI Special Agent Greg Ruppert and has already made dozens of referrals to the SEC about potentially fraudulent activity.
Schwab’s decision to move all 2020 conferences to a 'virtual environment' signals changes for the future of industry events—and advisors say they welcome the trend. The main drawback? No 'swag' to bring home to the family.
In addition to the 5,000 employees who already worked from home prior to the pandemic, the insurance company will have a total of 30% of its employees working remotely on a permanent basis.
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
