It’s time for RIAs to return their PPP loans
The question that should be asked of any firm that took PPP money is whether the business in question was viable in the first place.
Recent
Succession Planning: The Next Generation Of RIAs Is NOT Ready To Take The Helm. Here’s How To Get Them There
The next generation of advisors is not ready to take the helm, according to a report released by DeVoe & Company.
How Ken Fisher's Industry Comeback Failed (And It's Not What You Think)
To make friends in troubled times you need more than divisive messaging and dog-eat-dog posturing. We watch him to avoid his mistakes.
More Information Please: Advisors Still Uninformed About Non-Transparent ETFs
According to a Broadridge Financial survey in 2019, nearly three-quarters of advisors said they knew nothing about non-transparent ETFs.
Husband of San Francisco ‘Karen’ loses job after video of the couple harassing a Black Lives Matter advocate goes viral
Raymond James said it cut ties with Robert Larkin after video surfaced of him chiming in while his wife chided a neighbor last week.
Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries
In response to heightening client questions regarding COVID-19's impact on financial planning, Buckingham Wealth Partners launched the Q&A website.
Fidelity reports three slowest months of RIA M&A on record
The amount of assets transacted and total number of deals have both dropped 45% relative to 2019.
