Multiple Trading Platforms See Outages, Slowness
Wealth Management Daily Memo

AUGUST 31, 2020

TECHNOLOGY

Multiple Trading Platforms See Outages, Slowness

Investors at Charles Schwab, TD Ameritrade, Vanguard and Robinhood all reported problems.

FULL ARTICLE

Advertisement

ALTERNATIVE INVESTMENTS

Robasciotti & Philipson Creates Social Justice Investing Firm

Robasciotti’s new financial activism firm Adasina Social Capital believes it’s built a better mousetrap for impact investing, one driven by community-sourced data from on-the-ground organizations.

FULL ARTICLE

WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Opportunities in Distressed Credit

For advisors looking to reshuffle client portfolios, stressed and distressed credits represent an area of significant opportunity.

FULL ARTICLE

Advertisement

REGULATION AND COMPLIANCE

Hundreds of Firms Failed to Disclose Misdeeds on Forms CRS, WSJ Says

The Form CRS was intended to provide clients with a streamlined and transparent disclosure. But a new Wall Street Journal investigation found that 1,300 firms failed to disclose the misdeeds of their advisors.

FULL ARTICLE

HIGH NET WORTH

IRS Notice 2020-32: A Rebuttal

Loan forgiveness shouldn’t result in complete disallowance of deduction.

FULL ARTICLE