Morning Memo
Wealth Management Morning Memo

APRIL 13, 2020

INDUSTRY

Broker/Dealers on Recruiting in a Virtual World

After the crisis abates, a lingering reluctance to travel, combined with better meeting technology, may forever alter the broker/dealer recruiting process.

FULL ARTICLE

BUSINESS PLANNING

Don’t Let Your Growth Goals Take a Back Seat

Keeping your recruitment pipeline strong is important in volatile times. Here are tangible ways firms can do so.

FULL ARTICLE

SPONSORED WEBINAR

Harnessing the Power of Price-to-Sales

Research of the monthly price-to-sales multiple of the S&P 500 Index over the past 30+ years shows a nearly 90% correlation between the price-to-sales of the index and its future 10-year return. So how can using the price-to-sales ratio of a diversified portfolio of stocks provide guidance to potential forward-looking returns? Learn more by attending this webinar.

Thursday, April 16, 2020 | 2:00 PM EDT

REGISTER NOW

BUSINESS PLANNING

How to Conduct Virtual Team Meetings Effectively

In this challenging time, team meetings keep everyone connected on a social level and enhance the overall effectiveness of the team. But how do you keep everyone engaged virtually?

FULL ARTICLE

CORONAVIRUS COVERAGE

INDUSTRY

Advisors Join the Fight Against COVID-19

A growing number of financial professionals are offering pro bono guidance to people who need it.

FULL ARTICLE

INDUSTRY

Advisors Hit Hurdles in Applying for PPP Loans

The Paycheck Protection Program is aimed to help assist small businesses retain employees, but advisors have joined others in navigating changing guidelines and ran into immense demand.

FULL ARTICLE

CLIENT RELATIONS

COVID Conversations

What to discuss with your loved ones right now.

FULL ARTICLE

PEOPLE

Coronavirus Journal: Working With Four Kids Is Going Better Than Expected

This is the first in a recurring series of dispatches from financial advisors about their lives—and work—under quarantine.

FULL ARTICLE

COLLEGE PLANNING

How to Evaluate the Financial Health of Colleges in the New Era

Colleges are entering a new era that could be worse than the Great Recession. Advisors can help families of college-bound teens navigate the uncertainty.

FULL ARTICLE

ESTATE PLANNING

Litigation in the Time of COVID-19

Despite court closures, there are steps parties can take to protect themselves and their claims.

FULL ARTICLE

The Daily Brief

TECHNOLOGY

Self-Directed Investors Knock Firms for Website Outages

Vanguard and Charles Schwab's websites both got high marks from investors making decisions without the counsel of a financial advisor, according to a new J.D. Power survey.

FULL ARTICLE

INDUSTRY

LPL Expands No-Transaction-Fee ETF Platform

One of the ways LPL is supporting its advisors in this tough time is by eliminating transaction fees on ETFs from First Trust and Global X.

FULL ARTICLE

INDUSTRY

Creative Planning Adds $126 Million RIA in Wichita

Creative Planning added Coe Financial Services, an RIA based in Wichita, Kan.  

FULL ARTICLE

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