Morning Memo
Wealth Management Morning Memo

JULY 11, 2020

REGULATION AND COMPLIANCE

Almost 2,000 Financial Advisory Firms Received PPP Loans, but a Full Count Remains Unclear

The recipients of loans included Aspiriant and Riskalyze, who were two of the more than 660,000 businesses that received loans of $150,000 or greater, according to Treasury Department data.  

FULL ARTICLE

TECHNOLOGY

CircleBlack Founder and CEO John Michel Has Died

John Michel, a pioneering influence in the world of advisor-focused fintech, died suddenly on Friday.

FULL ARTICLE

SPONSORED CONTENT

Mastering the Podcast: Jumpstart Your Content Creation

11 easy-to-execute content ideas to help you reach your audience

DOWNLOAD NOW

CAREERS

Office Race: Truths About Being a Black Woman in Wealth Management

Through all of this dialogue about injustice, I see my wounds, and those of my community, open up once again. Racial trauma is real.

FULL ARTICLE

HIGH NET WORTH

Josh Martin: Life in the NFL Margins

Not every professional athlete is an instant millionaire.  

FULL ARTICLE

SPONSORED CONTENT

Why Should I Invest in the Stock Market Now?

A look at past volatility, and why investing is about time in the market, not timing the market.

LEARN MORE

TRANSPARENCY WITH DIANA B.

The Reality of Divorce With a Special Needs Child

Michelle Smith has helped hundreds of women through the financial mess of divorce, but she struggled through it herself—with a child with special needs no less.

LISTEN

ESTATE PLANNING

Election 2020: Will Clients Lose Their Estate and Gift Tax Exemptions?

A panel of tax experts discuss what clients should do if they want to use their large estate and gift tax exemptions now.

WATCH

HIGH NET WORTH

IRS Sticks to July 15 Tax Filing Deadline

Urges taxpayers to pay what they can or face interest and penalties.

FULL ARTICLE

MY LIFE AS A CLIENT

Just Answer My Emails

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to husband and wife Hank and Sharyn Yuloff, who run Yuloff Creative Marketing Solutions, a Sedona, Ariz., small business coaching firm.

FULL ARTICLE

HIGH NET WORTH

Elizabeth Hurley’s Ex’s Suicide Renews Inheritance Speculation

Did Steve Bing leave anything of his fortune to the kids?

FULL ARTICLE

COLLEGE PLANNING

Getting Into Elite Colleges May Just Have Gotten Easier

Many elite colleges and universities are not requiring the submission of SAT or ACT scores for the 2021–2022 admission season.  

FULL ARTICLE