Russia's stock market is closed, but the VanEck Russia ETF and the iShares MSCI Russia Capped ETF plunged 26% and 20%, respectively, in U.S. trading early Monday.
In the course of working with clients on financial planning, some are comfortable enough to talk about parts of their personal lives.
Begin by getting alignment from senior leaders, conducting a materiality assessment, picking the right reporting framework and engaging with investors.
The bank's analysts note that most military conflicts end up turning into buying opportunities.
Jake Northrup caters to upper-income clients who don't subscribe to a 9-to-5, work-till-you're-65 mindset.
The lawyer representing Darryl Cohen says Cohen's clients didn't lose money. The lawyer for the athletes says the cases center on the diversion of funds, not overall profitability.
In December, the SEC and CFTC imposed $200 million in fines on JPMorgan Chase over messaging apps.
If you're thinking of selling, you should be considering factors like the rate at which your firm is growing, your relationship with your employees, the age of your clients and the state of your tech stack.
Participants allege the plan allowed Alight Solutions to charge too much for record keeping.
Financial services companies recognize Black History Month, and DiversityQ has guidance for being a better ally.
Abound Credit Union was formerly affiliated with CUNA Brokerage Services.
A MetLife study finds the money was gone after 5½ years for 34% who took a lump-sum payment.
AFS Advisors is a Suwanee, Georgia-based registered investment adviser.
The precious metal is up 4.3% this year, which compares to the 11% drop in the S&P 500 Index.
The measure clarifies how the prohibition on 'stretch' IRAs should be applied and provides details on implementing the rise in the RMD age to 72.
While the Covid-19 pandemic brought financial challenges for many Americans, African Americans and people of color faced more financial emergencies with fewer economic resources.
Financial markets are reacting to Russia's invasion of Ukraine, while market watchers dissect the bigger picture.
Bill would raise deduction cap for most and exclude millionaires. However, the plan is unlikely to be taken up in Congress anytime soon.
A solo adviser, along with seven staff members, runs the First Community Credit Union program in Houston, which had been affiliated with CUNA Brokerage Services.
Why aren't advisers talking to clients about the solutions that are out there? Many investors are still choosing only traditional investment vehicles and missing the complementary role annuities can play in retirement portfolios.
