Morning Memo
Wealth Management Morning Memo

MAY 12, 2020

ESTATE PLANNING

Celebrity Estates: Albert C. Barnes and the Art of the Steal

Can your clients be assured that their estate planning documents will be enforced after they're gone?

FULL ARTICLE

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RETIREMENT PLANNING

How COVID-19 Might Impact the Longevity Economy

What will the future of aging look like?

FULL ARTICLE

SPONSORED CONTENT

Confidence in a Crisis

Learn how to communicate confidently in a crisis.

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EQUITIES

Corporate Behavior in the Age of COVID-19: A Lesson for Future Pandemics

ESG lessons from how companies have reacted during the current pandemic point the way toward improved responses during future crises.

FULL ARTICLE

CORONAVIRUS COVERAGE

INDUSTRY

Life After Lockdown

What is the future of financial advice after recovery from the COVID-19 pandemic?

FULL ARTICLE

INDUSTRY

The Shape of Things to Come

Forecasting the long-range impacts of the pandemic.

FULL ARTICLE

PEOPLE

Q&A With Cetera CEO Adam Antoniades: Leaning Into Disruption

The first five months of Adam Antoniades’ reign as CEO have been rough, but he believes the pandemic underscores the need for financial advice and Cetera is doubling down on understanding individual advisor needs.

FULL ARTICLE

SPONSORED WEBINAR

Creating Connection with Clients While Working From Home

If you’re like most advisors, you’re settled in with a basic plan in place to work from home. Join us for this timely webinar and discover how leading firms are turning industry challenges like COVID-19 shelter-in-place mandates into a competitive advantage.

Tuesday, May 12, 2020 | 2:00 PM EDT

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ETFS

Health Care’s Market-Beating Performance

Several large-cap biotech stocks are in the black.

FULL ARTICLE

ESTATE PLANNING

The IRS Has Been Sending Stimulus Checks to Dead People

How to properly return the payment.

FULL ARTICLE

The Daily Brief

ETFS

Goldman Licenses Fidelity’s Semitransparent Active ETF Structure

Goldman Sachs Asset Management is the latest to jump on the semitransparent active ETF bandwagon, with plans to license Fidelity's structure.

FULL ARTICLE

ADVISOR CHANNELS

Fidelity: M&A Slows to Lowest Level in Four Years

March and April was the slowest two-month period for RIA deal assets since 2016, Fidelity says.  

FULL ARTICLE

READ MORE OF THE DAILY BRIEF