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Wealth Management Daily Memo

AUGUST 17, 2020

TECHNOLOGY

Bank of America Says Trading on Merrill Edge Spiked 180% in Q2

Erick Bergquist

Bank of America executives Aron Levine and Cory Triolo announced that Merrill Edge added 300,000 new accounts in 2020 and has introduced a new interface called Idea Builder.

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EQUITIES

It's Time to Election-Proof Your Portfolio

Randy Swan

Diversification requires investment in assets whose returns are truly noncorrelated.

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PHILANTHROPY

The Case for Corporate Giving

Bruce DeBoskey

Communities and nonprofits need it now more than ever.

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