Morning Memo
Wealth Management Morning Memo

JULY 17, 2020

PEOPLE

New CFP Board Chair-Elect Stresses Need for Diversity, Governance Reforms

Kamila McDonough stressed the need for diversity and experience among the public members of the Board—and need to reach more individuals with interest but apt to shy away from pursuing a career in the industry.

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ETFS

ETFs With the Worst Three-Month Runs

These funds saw the worst returns over the past 90 days.

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SPONSORED CONTENT

Revised ETF Regulations Could Change the Game

Regulatory shifts may make ETF investment options more appealing.

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TECHNOLOGY

Tech Is an Ally, Not a Threat

Amid increased client engagement, the right tech can enable advisors to serve more clients without increasing headcount.

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WEALTHTECH WINNERS CIRCLE PODCAST

RPA Is Tying Your Documents Together

Linda Ding describes how Laserfiche allows advisors to streamline their document processing.

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The Daily Brief

INDUSTRY

LPL’s Annual Conference to Be Virtual

The virtual conference will now be held Aug. 19 to 21, and will be free for all LPL clients.

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INDUSTRY

CFP Board Adds a Remote Option for Upcoming Exams

In addition to in-person testing at Prometric sites, candidates may take the test remotely, if they live more than 50 miles from a testing center or have a health concern.

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