WealthManagment.com Daily Memo
View Online
Wealth Management Daily Memo

MAY 21, 2020

REGULATION AND COMPLIANCE

$1B AUM Wealthquest Receives PPP Loan

Patrick Donachie

Ohio-based Wealthquest said it hoped to use the loan to retain its staff and fund payroll costs and health and insurance benefits for employees, according to an updated Form ADV submitted to the SEC.

FULL ARTICLE

Advertisement

INDUSTRY

Morgan Stanley Expands Wealth Management Offering into Canada

Erick Bergquist

Morgan Stanley will offer a full suite of wealth management services to its existing Canadian corporate stock plan customers.

FULL ARTICLE

SPONSORED CONTENT

The Secure Act - The Gift That Keeps on Giving

Sponsored by Strata Trust Company

An advisor tool to better assist your clients in retirement and grow your business.

DOWNLOAD WHITE PAPER

TECHNOLOGY

Schwab's Portfolio Management Platform Hits User Milestone

Samuel Steinberger

Portfolio Connect, Schwab Advisor Services' portfolio management platform for new RIAs, surpassed 1,000 users.

FULL ARTICLE

CORONAVIRUS COVERAGE

CAREERS

The Financial Advisor of the Future

Matt Oechsli

Start preparing yourself now for the digital transformation.

FULL ARTICLE

ETFS

Health Care, Meet Momentum

Brad Zigler

The rush is on to develop vaccines and therapies.

FULL ARTICLE