Wealth Management Daily Memo

APRIL 24, 2020

CAREERS

Coronavirus Journal: No Clocking Out

Brenna Baucum

The latest in a recurring series of dispatches from financial advisors about their lives—and work—under quarantine.

TECHNOLOGY

Advisors Could Get Paid Faster, Following Stripe Upgrades

Samuel Steinberger

Stripe's latest changes have AdvicePay executives considering how to give advisors faster access to their funds.

SPONSORED CONTENT

Keep Market Volatility in Perspective

Sponsored by Lincoln Financial Group

Help your clients ride out the ups and downs - with confidence. (LCN-3039449-041320)

ETFS

ETFs that Saw the Greatest Outflows in the Past Month

Aniket Ullal, First Bridge Data

Volatility continued over the past 30 days. These funds saw the most amount of money pulled out of them.

CORONAVIRUS COVERAGE

INDUSTRY

Advising Athletes During the Sports Apocalypse

Erick Bergquist

Advisors say athletes face particular difficulties during the coronvirus pandemic.

HIGH NET WORTH

Constitution May Block Progressives on Wealth Tax

Cass Sustein

There are other ways to raise revenue for coronavirus relief.

BUSINESS PLANNING

Keeping Everyone Motivated During the Pandemic

Matt Oechsli

The typical financial advisor is at least 20% off their game during this dangerous crisis. That provides plenty of opportunity.

SPONSORED CONTENT

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

Sponsored by Westwood Holdings Group, Inc.

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.