Practice management

Nationwide Lockdown As Virus Numbers Spiral
Andrew Welsch
March 11, 2020 3:26 PM

Where some see unacceptable risk, others are eyeing bargain airplane tickets.

5 Min Read
An airline passenger wears a protective face mask, manufactured by 3M Co., while passing through Ben Gurion International airport in Tel Aviv, Israel, on Tuesday, March 10, 2020. Israel expanded its 14-day quarantine policy to include arrivals from all countries, ramping up its efforts to beat back the spread of the coronavirus. Photographer: Kobi Wolf/Bloomberg
Bob Lewis
By Bob Lewis
March 11, 2020 9:09 AM

A proactive approach to the impact of the disease on your clients will make all the difference.

2 Min Read
March 11, 2020 5:00 AM

As the pandemic spreads, credit unions must take steps to make branches safer for members and staff. Here's how.

4 Min Read
Tobias Salinger
March 10, 2020 5:35 PM

The early U.S. epicenter of the virus hasn’t seen mass closures of practices, but financial advisors from the area shared tips to try to get ahead of the impact.

5 Min Read
Test-survey-study-online-computer-work-strategy
By Jeff Green
March 10, 2020 10:13 AM

“If an organization is able to have people work from home, then obviously that's the no-brainer,” said Scott Ream, chair of the Association of Continuity Professionals.

4 Min Read
FINRA headquarters
By Ben Bain
March 10, 2020 7:59 AM

The regulator is giving firms more flexibility in supervising employees working remotely and in relocating personnel to temporary locations.

1 Min Read
SEC_RealEstate_Bloomberg
By Ben Bain and Andrew Ramonas
March 10, 2020 7:46 AM

Even with staff working from home, the agency “remains able and committed to fully executing its mission," the SEC said.

1 Min Read
Wells Fargo V3 by Bloomberg News
By Hannah Levitt
March 9, 2020 3:46 PM

The employee “is at home while their health is being closely monitored by their doctor and public health authorities,” a spokeswoman for the bank said.

1 Min Read
Allan S. Roth
March 9, 2020 3:35 PM

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

2 Min Read
By Jim Dobbs
March 9, 2020 2:12 PM

The outbreak and a free fall of oil and stock prices are rattling bankers at this year's ICBA gathering in Orlando, Fla.

3 Min Read