Wealth Management Daily Memo

MARCH 20, 2020

HIGH NET WORTH

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

Laura Davison

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

ETFS

Taking the Measure of Your Bond Hedge

Brad Zigler

How convex is your fund?

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TECHNOLOGY

A High-Return, Low-Volatility, Low-Correlation Asset Class In The Time Of COVID-19

Davis Janowski

Startup AcreTrader is attempting to remove several thorny problems preventing the growth of farmland as a serious asset class.

CORONAVIRUS COVERAGE

INDUSTRY

What To Do With $1,000? Advisors Debate Government Stimulus Checks

Samuel Steinberger

If your clients each receive $1,000, what would you suggest they do with it? Here's how some advisors are thinking about 'Yang payments.'

TECHNOLOGY

Mint.com Founder Builds COVID-19 Symptom Check Website

Davis Janowski

The new site and another from the CDC help those fearful of the virus with assessing symptoms and next steps.

CAREERS

CFA Postpones June Exam in Light of Coronavirus

Diana Britton

The earliest possible date for candidates to take all three levels of the test will be December of this year.

ADVISOR CHANNELS

LPL Extends Service Hours in the Wake of COVID-19

Diana Britton

To accommodate advisors' changing schedules during this time, LPL has extended its service hours to include Saturday hours and extended weekday hours.