It’s Not Too Late to Work on Your Firm’s Resilience
Commonwealth Financial Network’s director of financial planning on five areas of focus to boost a firm’s strength under stress.
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Tips From the Pros: Estate Planning in a Pandemic
Charles A. Redd describes why the current environment may actually be a boon for estate planners and their clients.
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Giving More Effectively While Awaiting Economic Recovery
Robert F. Sharpe, Jr. explains how the current confluence of health, economic and social dislocation has impacted philanthropy in the United States.
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Tax Law Update: July 2020
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.
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Advice in Hollywood During the Pandemic
Financial advisors weigh in on the difficulties faced by those in the entertainment industry and offer some advice.
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Dividing the 'Stuff' Shouldn’t Be an Afterthought
Disputes over tangible personal property are one of the top three causes of estate administration conflict.
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Dividing the 'Stuff' Shouldn’t Be an Afterthought
Disputes over tangible personal property are one of the top three causes of estate administration conflict.
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Dividing the “Stuff” Shouldn’t Be an Afterthought
Disputes over tangible personal property are one of the top three causes of estate administration conflict.
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Temenos Advisory Ordered to Pay $2 Million Over Risky Investments
The SEC charged Temenos Advisory and its CEO in July 2018 for putting $19 million of elderly clients’ retirement savings into four risky, illiquid private placements, without conducting the proper due diligence or disclosing the risks.
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Key Strategies for ESG Investing Success
Wealth management professionals need to be ready to help their clients turn interests into concrete investment decisions.
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Mercer to Buy $660 Million AUM ClearRock Capital
The move to sell was part of ClearRock’s business continuity strategy.
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Note From the Editor: July 2020
Editor in Chief Susan R. Lipp discusses this month's issue.
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IRS: Stimulus Payments Belong to Recipient, Not Nursing Homes
Make sure your elder clients know their rights.
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eMoney Sponsoring Advisor’s FinTech Challenge
Advisor Mac Gardner's fintech competition is open to financial planning and computer programming students to combine efforts and create a financial literacy app.
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More Litigation Hits Brokers Who Sold GPB Private Placements
One law firm filed three dozen FINRA arbitration claims this week against 12 brokerages.
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