Wealth management

Allissa Kline
March 16, 2020 5:24 PM

They are under less pressure from policymakers to halt repurchase plans, but some have already hit the brakes and others may unofficially do so if the pandemic worsens.

4 Min Read
How Americans have been exposed to coronavirus 3/16/20
Jessica Mathews
March 16, 2020 5:07 PM

Advisors may find it difficult to connect with the people who need financial help the most.

3 Min Read
Ann Marsh
By Ann Marsh
March 13, 2020 3:33 PM

Many advisors are doing heavy lifting right now — or expect they will be — in the midst of growing coronavirus fears.

6 Min Read
“We have to act now, to make sure we can focus all our efforts on preventing this virus from spreading, and don’t have one crisis stacked on top of another,” said Sen. Sherrod Brown, D-Ohio.
Neil Haggerty
March 12, 2020 2:52 PM

Sen. Sherrod Brown of Ohio, the top Democrat on the Banking Committee, said financial institutions "need to be investing in their communities right now, not investing in their CEOs’ stock portfolios.”

2 Min Read
COVID-19 coronavirus cases in New York state 3/12/20
Jessica Mathews
March 12, 2020 2:19 PM

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.

3 Min Read
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
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
Kevin Wack
March 9, 2020 5:01 PM

Concerns about the economic fallout of coronavirus have mostly focused on supply chain disruptions. But fears are growing that weakening consumer demand could spark a recession.

4 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
While the IRS levies a 40% estate and gift tax on the biggest fortunes, some of the wealthiest clients may consider the grantor retained annuity trust, or GRAT, to pass money to children and grandchildren tax-free.
By Ben Steverman
March 9, 2020 12:35 PM

The richer they are, the more options clients have to insulate themselves from the coronavirus and its effects.

3 Min Read