Morning Memo
Wealth Management Morning Memo

SEPTEMBER 29, 2020

MARKETING

LinkedIn Is Getting Video Stories. What Will That Mean For Advisors?

The "most professional social media platform" is adding visual stories and integrating with video call providers. Here's how advisors might capitalize.

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HIGH NET WORTH

New Jersey Reaches Deal For “Millionaire” Tax

What does that mean for wealthy residents in the state?

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SPONSORED CONTENT

Demonstrating Value as a Financial Advisor

In uncertain markets, demonstrating value is key to firm success.

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ETFS

Secret Sauce Behind Ark’s Success Is Cathie Wood’s Diverse Team

The 27-person team -- one-quarter people of color, 30% women and most in their 20s -- includes those whose previous careers were as a cancer researcher, artificial intelligence expert, gaming engineer and even a sailboat captain.

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Wealthies Circle Spotlight

Panoramix In Place

Advisors talks about working from home and other challenges in the complex world of COVID-19.

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The Daily Brief

REGULATION AND COMPLIANCE

Faux Advisor Who Fled to Bali Must Pay Penalty for Duping U.S. Investors

The SEC obtained a final judgment against Marcus Beam who had set up shop as a Bali-based pornographer after being charged with investment fraud in the U.S.

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SPONSORED WEBINAR

Multiplying Assets in a Pandemic Era

This timely webinar will educate estate planners on pandemic statistics impacting family dynamics—and assist trusted advisors as they help families embrace their new normal, moving into their future and creating a comprehensive Family Wealth Plan in a pandemic era. Join on Oct. 1 at 2pm ET / 11am PT.

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RETIREMENT PLANNING

Transamerica Offers Free Advice to Small Business Clients

Transamerica is launching a new initiative to help small business retirement plan participants struggling as a result of the coronavirus pandemic's economic impacts.

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