Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.
Nonprofits, lawmakers and others want to see more giving from fund donor-advised funds, which have grown popular recently because they’re so flexible.
Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
New digital tools have boosted advisors' ability to reach more — but not all — clients.
Our second monthly survey found a smooth transition to remote work and digital customer access channels — but technology issues still arose. The pandemic has highlighted the importance of having a strong digital presence across all retail sectors, including financial services.
Divorce and COVID-19 each bring various tax considerations.
Through its partnership with SpringFour, a fintech BMO Harris mentored in 2017, the Chicago bank is referring customers — including many hurt by the pandemic — to reputable nonprofits to help with job training, financial assistance and more.
Industry giving is likely to decline in the wake of the pandemic, but it could force the movement to update its giving platforms.