Morning Memo
Wealth Management Morning Memo

SEPTEMBER 7, 2020

TECHNOLOGY

COVID-19 Cyberthreats Loom

Cyberthreats mount as advisors rely on unsecured work-from-home network configurations.

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PROSPECTING

Eliminate Headaches and Build Your Reputation by Being Picky in Choosing Prospects

Advisors in growth mode need to be careful about being blindsided by prospects who look good on Zoom but turn into difficult clients.

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SPONSORED CONTENT

Demonstrating Value as a Financial Advisor

In uncertain markets, demonstrating value is key to firm success.

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HIGH NET WORTH

New York City Warehouse Storing Million-Dollar Art to Shut Down

The building, named Arcis, includes 110,000-square-foot of space and security features such as retina scanning.

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