Morning Memo
Wealth Management Morning Memo

MARCH 21, 2020

INDUSTRY

How Are Advisors Staying Sane During the COVID-19 Pandemic?

These are stressful times for clients but also for advisors. How do they cope? Exercise, outdoor walks, even meditation—but mostly, commiserating with others who share their experiences.  

FULL ARTICLE

ETFS

These ETFs Took in New Money Even as Markets Tumbled

Showing signs of optimism and alert to buying opportunities in down markets, investors poured fresh money into these ETFs during a scary week in the markets.

FULL ARTICLE

SPONSORED CONTENT

ETF Education: Wrap Your Fixed income in an ETF

Fixed income ETFs can provide the access you desire, while shielding you from some of the hurdles with bond trading.

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ADVISOR CHANNELS

What Could Happen to RIA M&A? 2008 Provides a Clue

The hit to the markets and the economy will change the dynamics of RIA mergers and acquisitions—as well as firm valuations.  

FULL ARTICLE

INDUSTRY

Advisors Help Clients Remain Calm in Market Rout

Many advisors have lived through bear market turmoil before. They say their role now is to keep clients from panicking, and in many cases help those with longer time horizons recognize opportunity in the chaos.  

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SPONSORED CONTENT

SECURE Act White Paper: Personal Planning impacts and Overview

Changes in distribution, contribution and inheritance laws.

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HIGH NET WORTH

IRS Delays Tax-Filing Date to July 15, Matching Payment Deadline

The change gives individuals and corporations an additional three months to file before they would owe interest and penalties for filing late.

FULL ARTICLE

INDUSTRY

Advisor Events and Conferences Affected by Coronavirus

Is my event still on? Here's a running list of wealth management events and conferences canceled and postponed by the novel coronavirus pandemic.  

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CE CREDIT WEBINAR

Evolution or Revolution – Building a Modern-Day Bond Portfolio

For nearly a decade investors have been searching for yield scouring all corners of the market. With the advent of bond ETFs it is easier than ever to source income, build bond ladders and manage risk and liquidity all at a lower cost.

April 7, 2020 | 4:00 pm ET

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ETFS

Winning the Low-Volatility War

Current bedlam in the markets may whet your clients’ appetites for low-volatility ETFs, but not all are created equal: We take a forward look to find the best.

FULL ARTICLE

DEAD CELEBRITY PODCAST

The Wrigley Family's $40 Million Estate Tax Mistake

It's important to understand the basics of the estate tax.

Sponsored by Nationwide Advisory Solutions

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TECHNOLOGY

Lessons Learned From the Redtail Data Breach

Redtail’s CEO opens up about the data breach, how it affected his outlook on cybersecurity and the changes his firm has made since.  

FULL ARTICLE

HIGH NET WORTH

The Tax Cuts and Jobs Act at a Glance

Here are the highlights to help guide you in tax planning for your clients.    

FULL ARTICLE