WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 10, 2020

CLIENT RELATIONS

COVID Conversations

What to discuss with your loved ones right now.

FULL ARTICLE

INDUSTRY

GCG Wealth Management’s Hybrid Business Model Widens It’s Recruitment Net

Instead of sticking to an employee model or full independence, large firms are embracing the hybrid affiliation model.

FULL ARTICLE

SPONSORED CONTENT

Berkeley Capital Advisors: Our Story of Independence

Three business partners wanted to embrace more freedom and control - so they chose independence.

WATCH

ETFS

Alts Week in Review

Energy partnerships and bear market ETFs book-end the field.

FULL ARTICLE

TECHNOLOGY

AcreTrader Raises $5M Led By Walton Brothers’ RZC Investments

The farmland investment platform empowers advisors to more easily add farmland to client portfolios.

FULL ARTICLE

CORONAVIRUS COVERAGE

PEOPLE

Coronavirus Journal: Working With Four Kids Is Going Better Than Expected

This is the first in a recurring series of dispatches from financial advisors about their lives—and work—under quarantine.

FULL ARTICLE

INDUSTRY

Advisors Join the Fight Against COVID-19

A growing number of financial professionals are offering pro bono guidance to people who need it.

FULL ARTICLE

INDUSTRY

Broker/Dealers on Recruiting in a Virtual World

After the crisis abates, a lingering reluctance to travel, combined with better meeting technology, may forever alter the broker/dealer recruiting process.

FULL ARTICLE

BUSINESS PLANNING

Don’t Let Your Growth Goals Take a Back Seat

Keeping your recruitment pipeline strong is important in volatile times. Here are tangible ways firms can do so.

FULL ARTICLE

BUSINESS PLANNING

How to Conduct Virtual Team Meetings Effectively

In this challenging time, team meetings keep everyone connected on a social level and enhance the overall effectiveness of the team. But how do you keep everyone engaged virtually?

FULL ARTICLE

MARKETING

Next Level Webinars - Part 1: Build It

The first in a three-part series on how to conduct webinars.

FULL ARTICLE