Wealth Management Daily Memo

MARCH 11, 2020

BUSINESS PLANNING

COVID-19 Could Be a Harsh Test for Advisors’ Business Continuity Plans

Diana Britton

As the coronavirus pandemic spreads, advisors' business continuity plans may need to include much more than video chats and Slack channels.

INDUSTRY

Judge Dismisses Lawsuit Challenging CalSavers

Samuel Steinberger

The nation's most populous state launched CalSavers last year and was challenged on the grounds that ERISA supersedes the auto-IRA.

SPONSORED CONTENT

Considering Dividend Options?

Sponsored by Hartford Funds

Understand the differences to make the right choices for clients.

ESTATE PLANNING

Aretha Franklin’s Estate Gets New Executor

Anna Sulkin

Prior one heads out on a freeway of love.

SPONSORED CONTENT

Time Tested Solutions for Every Factor

Sponsored by Global Beta Advisors

Why aligning systematic exposure using price-to-sales ratios may create optimal exposure, particularly in uncertain markets.