Banco Popular de Puerto Rico

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.

History offers valuable lessons for anticipating the profession’s reaction to the pandemic in terms of mergers and acquisitions.

From stimulus checks to the Paycheck Protection Program, the government’s infusion of cash into an economy reeling from the coronavirus pandemic has primarily helped those who already strong banking relationships.

Small banks are a lifeline for many local businesses and should be given first crack at distributing funds from a continuation of the federal stimulus program.

In a down economy, international planning is even more important.

The program, created in response to the 2008 financial crisis, generated $19 billion in small-business loans. It could be used as a viable path out of the coronavirus pandemic.

Right now, we’re in the danger zone of having some of these pandemic-era habits becoming permanent.

The cost savings alone are a compelling reason to replace live seminar training with remote delivery.

Lawmakers should approve a program to distribute stimulus funds using a government-sanctioned coin, which would be speedier than the current system.