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Summary: Brooke's Note: At RIABiz we are fastening our seat belts like everybody else. We wish the tragedy and disruption of the coronavirus pandemic would blow away like a San Francisco fog.
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Summary: Taxpayers have extra time to contribute to their individual retirement accounts now that the Internal Revenue Service has extended the tax filing and payment deadlines to July 15.
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Summary: If securities regulators and advisers work from home for an extended period, it will change the look and feel of oversight and create drawbacks for both groups.
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Summary: Like many others across the country, financial advisors and firms have raced to become accustomed to a new way of working. Many offices are now empty, with many firms working entirely with clients, and colleagues, remotely.
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Summary: Not too long along, I was traveling around the country nearly every week to present educational seminars about Social Security and Medicare to financial advisers and consumers. I remember thinking I would love a break in my hectic travel schedule so I could focus on my writing deadlines and other projects. Talk about answered prayers!
