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Wealth Management Daily Memo

MARCH 30, 2020

MARKETING

Advisors, Your COIs Need You Too Right Now

Amy Parvaneh

It is during times like this that loyal professional relationships can be cemented for the long term, or completely destroyed. Here is what lawyers and accountants are hearing from their clients in the wake of the coronavirus pandemic.

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HIGH NET WORTH

IRS Extends Deadline for Gift and GST Tax Payments

Anna Sulkin

Notice 2020-20 clarifies that these are also due on July 15.

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SPONSORED CONTENT

Retirement Plan Benefits: More Than Just a Recruiting Differentiator

Sponsored by ADP

Recruiting the right talent is certainly a big driver of employee benefit program offerings.

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EQUITIES

Don’t Read Too Much Into Stocks’ Sudden Rebound

Mohamed A. El-Erian

Investors should maintain caution instead of rushing back into risk.

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INDUSTRY

Morgan Stanley Wins U.S. Antitrust Approval for E*Trade

David McLaughlin

The Justice Department’s antitrust division has signed off on the takeover without requiring any changes, according to a source.

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CORONAVIRUS COVERAGE

INDUSTRY

Advisors React to $2.2 Trillion Stimulus Package

Asia Martin

The House of Representatives approved the third phase of the rushed stimulus package. Advisors are poring over the details. Here are some of their immediate reactions.

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EQUITIES

Federal Relief Package Will Be a Disaster for Long-Term Investing

Randy Swan

As everyone continues to safeguard their health and well-being, it is also important to think about what your portfolio and financial future will look like once this unprecedented global event has dissipated.

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INDUSTRY

What To Do With $1,000? Advisors Debate Government Stimulus Checks

Samuel Steinberger

If your clients each receive $1,000, what would you suggest they do with it? Here's how some advisors are thinking about 'Yang payments.'  

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SPONSORED CONTENT

Quality is the Key to Getting the Shift to Small Cap Value Right

Sponsored by Westwood

After a rise in small cap growth stocks, consider the importance of strong performance and consistency of returns. Learn how emphasizing quality in the SmallCap space can be a critical building block for investors.

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BUSINESS PLANNING

Are There Limits to Remote Working?

Samuel Steinberger

Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.

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INDUSTRY

What to Wear When Working From Home? A Blazer That’s Secretly Sweatpants

Max Berlinger

Schlubby is schlubby, whether it’s an ill-fitting blazer or your stained, stretched-out college T-shirt.

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