Wealth Management Daily Memo

MAY 26, 2020

PEOPLE

Franklin Templeton Fires Portfolio Manager Amy Cooper Involved in Central Park Dog Incident

Asia Martin

Franklin Templeton fired portfolio manager Amy Cooper after an internal investigation. The firm "does not tolerate racism of any kind," it tweeted.

ETFS

This Week in Alts

Brad Zigler

Three ETFs outgun the broad market.

SPONSORED CONTENT

The Human Advantage in Uncertain Times

Sponsored by Orion Advisor Tech

Insights and actionable tips for mastering your technology and using it to strengthen your client relationships.

PHILANTHROPY

Charitable Giving: Eyes on the Wrong Metrics?

Randy A. Fox

Philanthropy will beat paying taxes every time.

CORONAVIRUS COVERAGE

RETIREMENT PLANNING

COVID-19 Infects TDFs

Mark Miller

Cookie cutter solutions are less effective in trying times.

RETIREMENT PLANNING

When Clients Get the Pink Slip

Kevin McKinley

Millions will be enduring a financial and emotional crisis.

INSURANCE

How Does COVID-19's Low-Interest Environment Affect Existing Insurance Policies?

Richard L. Harris

Your clients have a number of options.

SPONSORED CONTENT

The Problem with Fees in Efficient Asset Classes

Sponsored by Westwood Holdings Group, Inc.

To try and solve the fee issue and the related implications of current fee constructs, asset managers must offer a well-aligned fee structure to create demand and compete with passive products.

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