WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 23, 2020

BUSINESS PLANNING

Managing Your Business Life in Uncertain Times

While there is much financial advisors cannot control about their professional trajectory at the moment, there are some important points to focus on to stay on track.

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PEOPLE

Former New York Giant David Diehl Joins Altium Wealth

Even amid a pandemic and in the face of an economic fallout, Altium Wealth is betting on a two-time Super Bowl champion.

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SPONSORED CONTENT

Our Active Emerging Markets Solution vs. Passive Investing

Reflection on the relative role, advantages and disadvantages of active vs. passive investing in emerging markets.

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ETFS

Bond ETFs Will Never Be the Same After Coronavirus

Instant price discovery and liquidity have come at the expense of unprecedented losses.

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CORONAVIRUS COVERAGE

TECHNOLOGY

Will Your Fintech Vendor Make it Through a Recession?

What to know about working with smaller vendors that may become financial impaired or struggle to stay in business during a prolonged recession.

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TECHNOLOGY

YCharts Adds COVID-19 Data Tracking

YCharts partnered with Johns Hopkins University to let users track pandemic news alongside markets and portfolio performance.

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TECHNOLOGY

Advisors Beware of Zoom Bombing

Along with a big boost in popularity due to remote working come embarrassing and unwanted meeting crashers

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INDUSTRY

Scaramucci’s Hedge Fund Conference Set for May Is Canceled

Earlier this month, the organizers of the New York Sohn Investment Conference, where hedge fund heavyweights pitch new trade ideas, canceled their May event.

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