WealthManagment.com Daily Memo
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Wealth Management Daily Memo

SEPTEMBER 3, 2020

ETFS

A Rundown of August's ETF Launches

Aniket Ullal, First Bridge Data

These funds all launched in the past month.

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HIGH NET WORTH

More PPProblems With IRS Notice 2020-32

James G. Blase

Payroll protection plan deduction disallowance based on alternative reimbursement theory.

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WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Biotech to the Rescue

Sponsored by SS&C ALPS Advisors

During these uncertain times, the focus on finding a treatment of vaccine for COVID-19 has been at the center of investors' conversations.

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REGULATION AND COMPLIANCE

Robinhood Probed by SEC Over Payments From High-Speed Traders

Matt Robinson, Sophie Alexander and Annie Massa

The Securities and Exchange Commission scrutiny is focused on Robinhood’s disclosures prior to 2018, when the company altered its website to make information on how it earned money easier to find.

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SPONSORED CONTENT

Five Ways SMAs Help You Attract and Serve HNW Investors

Sponsored by Orion Portfolio Solutions

Grow your business with separately managed accounts.

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