Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.
In a time when AUM-based advisors are being paid less and working more, Snappy Kraken is offering to reduce its fees and prices.
The advocacy group for broker/dealers says firms are finding it difficult to upgrade their compliance capability due to the tumult caused by the spread of COVID-19 and are asking for 'temporary regulatory relief.'
The bill provides direct help to citizens, businesses, hospitals and state and local governments.
The new resource from PCS Retirement offers advisors ways to directly message plan participants or to send additional documents and resources through the portal.
Advisors are putting sidelined money into equities, reallocating assets in line with models, and taking money out of the stock market, according to a recent live poll conducted by FlexShares.
These financial advisors managed to grow their advisory firms during the Great Recession of 2008—lessons learned from that experience may help advisors facing the next one.
Chris Freimuth and his team left BOK Financial Private Wealth to form Elk River Wealth Management.
Cresset Capital Management's Avy Stein spends time talking with disease experts to bring clients investment advice that is fully informed by pandemic realities.
