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The Potential Rewards And Risks Of Cryptocurrency ETPs

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Exchange-traded products invested in cryptos provide access to the potential highs and lows of digital assets.

Rethinking Planning In A Pandemic

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Financial advisors are helping clients rethink their savings and spending strategies.

Yes, Bond ETFs Can Have A Role In A Low-Yield World

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Investors are actively deploying bond ETFs in various ways to meet their allocation goals.

Pandemic Makes Donors Less Willing To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

CFP Board Says Advisors’ Pay Will Be More Transparent

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The CFP Board removed a website compensation search tool last spring.

Financial Education Could Stress Students Out

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Women may not feel the objective benefits they're getting from a personal financial literacy education.

It’s A Good Time To Consider Donor-Advised Funds For Giving And Tax Reasons

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

Some Thematic ETFs Hit It Big (And Others Don’t)

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Careful due diligence can help separate the studs from the duds.

Social Media Becomes Vital Advisor Tool During Pandemic

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Social Media Becomes Vital Advisor Tool During Pandemic

Many Student Loan Borrowers Wish They Had Picked Cheaper Colleges

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Nearly half of borrowers didn't estimate their monthly payments before taking out the loans, Finra Foundation says.

Why Now Might Be A Good Time To Transfer Or Sell Assets

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The clock’s ticking on tax advantages used for next-generation asset transfers or selling one’s business.

State Securities Regulators Urge Caution On DOL’s Fiduciary Rule

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There's not yet evidence the rules would help protect investors, NASAA argued.

If Clients Work From Home, Can They Be Taxed Twice?

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Those forced to work out of their home due to the pandemic may owe taxes to different states this year.

Financial Advisors Have Avoided Staff Cuts During Pandemic

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A survey revealed that layoffs in the industry were near non-existent and firms continue to hire.

Most Clients Don’t Like Zoom Meetings With Advisors

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Millennials are the most likely to video chat with financial advisors, according to a recent survey.

CFAs Concerned About Fed’s Aggressive Approach To Stimulus

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A survey of analysts found deep concerns about the size and oversight of government Covid stimulus.

Advisors Can Help Close Racial Wealth Gap

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Helping minorities achieve financial success is a business opportunity for advisors, a panel of experts said.

North America Surpassed Asia-Pacific Region In Wealth Growth

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Capgemini said the U.S. high-net-worth population jumped 11% on fourth-quarter gains in U.S. equities.

The Shift To Phased-In Retirement

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Business owners need to accommodate veteran employees' desire for phased retirement, says Signature's Chip Munn.

State Regulators Seek New Model That Jibes With SEC Rules

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The rules would require each RIA policy and procedure to be customized to each states requirements.

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