Morning Memo
Wealth Management Morning Memo

MAY 18, 2020

RETIREMENT PLANNING

How Smart Are You About the CARES Act?

This 10-question quiz focuses on the provisions of the CARES Act related to retirement and charitable giving.

FULL ARTICLE

PHILANTHROPY

Fourteen Questions for Nonprofits About Climate Change

How donors can encourage nonprofits to be more climate-friendly.

FULL ARTICLE

SPONSORED CONTENT

Put Planning First – Tips to Kickstart Your Planning Efforts During Volatile Times

In this on-demand webcast, we share tips to kickstart your financial planning efforts during volatile times, offer guidance, best practices, and actionable recommendations for implementing a financial planning service.

WATCH NOW

INSURANCE

Hail to the Split-Dollar Victors

University of Michigan coach Jim Harbaugh's contract demonstrates the value of split-dollar insurance arrangements.

FULL ARTICLE

CORONAVIRUS COVERAGE

BUSINESS PLANNING

If David Lee Roth Owned an RIA, How Would He Handle COVID-19?

What would Diamond Dave do (WWDDD)?  

FULL ARTICLE

EQUITIES

Corporate Behavior in the Age of COVID-19: a Lesson for Future Pandemics

ESG lessons from how companies have reacted during the current pandemic point the way toward improved responses during future crises.  

FULL ARTICLE

PEOPLE

Former Merrill Lynch Broker Tom Buck Makes Plea for Early Prison Release

Tom Buck, who is serving 40 months in a federal correctional facility for securities fraud, claims that his age and medical history make him especially susceptible to the novel coronavirus.

FULL ARTICLE

MARKETING

The Value of Digital Marketing Clearer Now More Than Ever

Our current reality of social distancing and virtual meetings shines a spotlight on the need for new ways to reach out and connect.

FULL ARTICLE

The Daily Brief

TECHNOLOGY

Stash Tops $1 Billion in Assets

Despite 2020 market turmoil, Stash passed a key AUM milestone.

FULL ARTICLE

CAREERS

Hightower Launches 20-Week Online Education Series

The Elevate program will consist of webinar meetings, video lectures and workshops focused on organic growth, human capital, scale and efficiency and business valuations.

FULL ARTICLE

PEOPLE

SMArtX Adds COO, Seeks Enterprise Clients

The firm is hiring personnel with technological know-how as it focuses on adding enterprise business.  

FULL ARTICLE

READ MORE OF THE DAILY BRIEF