APRIL 20, 2020

Advisors and Clients Await Additional PPP Funding

Patrick Donachie

Small businesses and advisors alike are awaiting additional allocations for the loan program while continuing to navigate confusion in the application process.

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TECHNOLOGY

Motif, Thematic Brokerage Platform, To Close

Samuel Steinberger

Users were notified on Friday that the firm, with ties to Goldman Sachs Asset Management, will transfer client assets to Folio Investing.

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CORONAVIRUS COVERAGE

WEALTH PLANNING

Advising Clients on the Brink of Unemployment

Kevin McKinley

You can help clients remain financially secure, even when their paycheck is not.

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Philanthropy

Giving in the Time of COVID-19

Bruce DeBoskey

Think globally, act locally.

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Ending Virus Shutdowns Too Soon Poses Legal Risk for Businesses

Erik Larson, Christopher Yasiejko and Edvard Pettersson (Bloomberg)

Whenever U.S. stores, restaurants and theaters reopen from coronavirus shutdowns, they may face an unexpected problem: lawsuits from sick patrons and workers.

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The Daily Brief

CalSavers Officially Moves Back 2020 Deadline

Samuel Steinberger

Employer enrollment in California's auto-IRA program has been hamstrung by the coronavirus pandemic.

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XYPN Launches Virtual Internship Program

Diana Britton

The program is aimed at helping college students whose internships were canceled due to the coronavirus.

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