WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 6, 2020

REGULATION AND COMPLIANCE

Industry Groups Urge Congress to Restore Financial Advice Deduction

The FPA, IAA, CFP Board and others are asking Congress to reinstate the tax deduction, which was repealed in the 2017 tax law, as well as expand the number of taxpayers who could benefit from it.  

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PHILANTHROPY

CARES Act Sweetens the Pot for Charitable Giving

Here’s what the new legislation could mean for your philanthropic clients.

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SPONSORED CONTENT

The Parnassus View

Company attributes that may preserve capital in down markets.

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ALTERNATIVE INVESTMENTS

Weathering Extreme Markets with Real Estate Investments

Inherent illiquidity can be a boon in times of panic.

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CORONAVIRUS COVERAGE

PEOPLE

Poll: 15 Classic Books on Investing and the Markets

WealthManagement.com readers recently chose the top books that helped them the most in their investment careers. Give these classics a read during your self-quarantine, if you haven't already.

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INSURANCE

Life Insurance Triage in the Age of Coronavirus

Help clients evaluate whether it pays to sell a policy through a life settlement.

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REGULATION AND COMPLIANCE

Moving Forward with Reg BI—Communicate Early and Often

COVID-19 caused many firms to put Reg BI compliance on the backburner. Here are three key lessons to help firms get compliant by June 30.

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REGULATION AND COMPLIANCE

State Regulators Urge SEC to Pause Rulemaking for 90 Days

NASAA says the coronavirus has paved the way for fraudulent activity, especially in the private markets.

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