Latest Posts

Latest Posts

Will schools reopen in the fall? Here's what's at stake for children and their parents

As schools prepare for the upcoming year, many have already committed to a "hybrid" model to education in and outside the classroo...

Prestige IFA Jobs 3 Aug, 2020

Op-ed: How the widening wealth gap became color-blind

Financial advisor Ivory Johnson, founder of Delancey Wealth Management and a member of the CNBC FA Council, writes this was all bound to hap...

Prestige IFA Jobs 7 Jul, 2020

Wealth management firms among those that have taken PPP loans during coronavirus pandemic

For many businesses, the government's PPP loans offered terms that were too good to pass up. That includes many wealth management firms ...

Prestige IFA Jobs 6 Jul, 2020

Advisors need to listen more to keep clients on board, study says

Financial advisors expect their managed assets to grow by 7.2% over one year and by annualized growth of 17.2% over the next three years, dr...

Prestige IFA Jobs 30 Jun, 2020

Op-ed: Financial professionals need to keep investors safe in these unprecedented times

The unprecedented economic crisis caused by the Covid-19 pandemic demands that finance professionals recognize the leadership role they need...

Prestige IFA Jobs 29 Jun, 2020

Op-ed: There is no such thing as truly risk-free — even going to cash

While holding or moving to cash might feel good mentally and help avoid short-term stock market volatility, it is unlikely to be wise over t...

Prestige IFA Jobs 25 Jun, 2020

Op-Ed: The CARES Act makes it easier to tap your 401(k). Here's exactly what you need to know before you do

The CARES Act has made it easier for workers suffering due to the Covid-19 pandemic to tap their 401(k) plans and IRAs. Here's what to k...

Prestige IFA Jobs 24 Jun, 2020