Morning Memo
Wealth Management Morning Memo

APRIL 29, 2020

PEOPLE

COVID-19 Positive: How One Advisor Is Coping With the Virus

“That first night was just agony and screaming, because the body was under attack. But a virus is not going to take me down," said Kashif Ahmed, a Boston-based financial advisor who contracted COVID-19.

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INDUSTRY

LPL to Acquire Lucia Securities

The deal adds about 20 advisors and $1.5 billion in client assets to the independent b/d’s platform.

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SPONSORED CONTENT

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

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.

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PHILANTHROPY

Four Tips for Giving During the Pandemic

Even with the best intentions, it can be overwhelming to know where to start.

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CORONAVIRUS COVERAGE

TECHNOLOGY

Most Remote Advisors Fail a Digital Security Test

A digital security vendor used FINRA's guidelines and rolled out a digital security assessment tool for advisors working remotely: Only 15% got a perfect score.

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PHILANTHROPY

DAFs Are Thriving During the Pandemic

Donors are stepping up their giving in response to COVID-19.

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CAREERS

Virtual Conferences for Advisors Get a Boost

As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?

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SPONSORED WEBINAR

Creating Connection with Clients While Working From Home

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

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

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The Daily Brief

TECHNOLOGY

Snappy Kraken Launches New Video Marketing Tool

The company created a turnkey system to help advisors produce bi-weekly videos, which are becoming more important in this social distancing environment.

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TECHNOLOGY

eMoney Teams Up With Allianz Life

The financial planning software developer is forming a strategic partnership with the annuities and life insurance firm.

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