Wealth Management Daily Memo

JUNE 15, 2020

INDUSTRY

Advisors Fear Backlash For Speaking Out

Asia Martin

Whether it be timidity, fear or concern that their words may not be taken as they intend, many advisors aren't comfortable joining in the national conversation. But staying silent may not be good for business.

INDUSTRY

Edward Jones Outlines Steps to Address Racism

Diana Britton

The brokerage commits to a pay analysis and a $1 million investment in the National Urban League, among other things.

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BUSINESS PLANNING

The Advantages of Smaller Advisory Firms

David Partain

Smaller firms may face challenges in broadening their practices, but they also have a unique advantage: a great deal of control over their direction.

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