Instant Insights Coronavirus Guidance for Financial Advisors

Workflows that require manual intervention can be difficult when demand is high and everyone's working remotely, according to Envestnet.

As in Q1, some broker-dealer results were severely affected by the coronavirus and the need to increase loan-loss provisions.

Among other provisions, the bill extends the deadlines for forgivable expenses and repayment of the loans.

Two executives said that, while they themselves wouldn't judge, taking a PPP loan could complicate future M&A deals.

The Penn Wharton Budget Model looks at U- and V-shaped recession scenarios.

The college experience may be changing, but the need to save and invest for it isn't.

Hightower's Abby Salameh, Carson's Jud Mackrill and others offered advice for marketing beyond the "crisis" phase of the pandemic.

The CFP Board also said it plans to release a new set of procedural rules soon.