Morning Memo
Wealth Management Morning Memo

OCTOBER 21, 2020

PROSPECTING

Developing New Clients Remotely

It’s hard to develop a strong personal bond with a prospect over videoconferencing.

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PEOPLE

Commonwealth Hires First Chief Diversity and Inclusion Officer

Scarlett Abraham Clarke is joining the Massachusetts-based company, and hopes to help the firm cultivate talent and create safe workplaces for employees during the challenge of the remote work environment.  

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SPONSORED WEBINAR

The Polarization of D.C.: The Divergent Outlook for Markets & the Economy Featuring Josh Brown

Join the Reformed Broker, Josh Brown, to hear his thoughts on how this uncertainty will shape the near-term outlook, and what investors should be doing today to prepare for what comes tomorrow.

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EQUITIES

Weighing the Market's Reaction to 4 Potential 2020 Election Outcomes

It's time to start game-planning what might happen after the election results are finally settled.

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The Daily Brief

TECHNOLOGY

Carson Group Adds Holistiplan To Tech Stack

Tax planning software Holistiplan is now available as a strategic service at the Carson Group.

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INDUSTRY

Hightower Invests in Hart Financial Group

Hart Financial Group said it turned to Hightower to accelerate growth and free up time to spend with clients.

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SPONSORED CONTENT

Efficient Client Management in the Age of Uncertainty

Times of uncertainty may uncover areas of opportunity for your practice.

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INDUSTRY

Nesvold Capital Partners Invests in $2.7B AUM Pure Financial Advisors

Former Silver Lane Advisors' executive Peter Nesvold makes his second investment in the RIA space.

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