Morning Memo - SPECIAL REPORT CORONAVIRUS

How to talk to your clients about the coronavirus.

MARCH 5, 2020

How to Talk to Your Clients About the Coronavirus

CLIENT RELATIONS

Steps to Help Advisors Ride Out the Volatility of the Coronavirus

Amy Florian

During times like these, clients are anxious and angry; don't take it personally. Instead, be a calm and reassuring voice.

FULL ARTICLE

EQUITIES

Wisdom to Share with Your Clients When the Going Gets Tough

Scott MacKillop

Despite market volatility, do not abandon an otherwise sound investment strategy.

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SPONSORED WEBINAR

Helping Clients Meet Liquidity Needs Without Disrupting Investment Strategies

Sponsored by Goldman Sachs Private Bank Select

Learn how SBLOCs can help clients meet immediate liquidity needs while staying invested; managing both sides of the balance sheet positions advisors as a comprehensive wealth management solutions provider and how SBLOCs can be economically advantageous for clients when market returns and tax liabilities are greater than interest.

Tuesday, March 10, 2020 | 4:15 pm ET

EQUITIES

Advisors, Millennials See Coronavirus as Buying Opportunity

Diana Britton

Data from Envestnet and Apex Clearing indicates that financial advisors and millennial investors who use robo advisors bought the dip last week.

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HIGH NET WORTH

The Early Lessons of Coronavirus and Wealth Protection

Bradley Barros

Clients need advisors who can lead them through these troubled times.

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ETFS

Modest ETF Outflows Amid Volatility a Victory

Todd Rosenbluth

While SPY took the biggest blow of ETF outflows during last week's volatility, 43 other ETFs actually gathered net new money of $100 million or more.

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ETFS

Coronavirus Versus Market Beta

Brad Zigler

It's times like these that test investors' resolve—and why alternative strategies were created. So how did alts do over the last week of February as the broader markets were getting their teeth kicked in?

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HIGH NET WORTH

Can We Get a Vaccine Early? How the Rich Are Preparing for Coronavirus

Max Abelson

Some are calm, others are anxious. Everyone is washing their hands.

FULL ARTICLE

EQUITIES

OpEd: The Market’s Immune System May Be Compromised

Jonathan Henschen

The coronavirus gets all the blame for the market implosion, but about two-thirds of these 19 bear market warning signs compiled by Bank of America were already flashing red. Does that mean the market’s immune system is compromised?

FULL ARTICLE