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Wealth Management Morning Memo

AUGUST 19, 2020

INDUSTRY

Pandemic May Slow Adoption of Third-Party Models

Erick Bergquist

COVID-19 has caused some advisors to doubt the benefits of outsourcing investment management to third-party models, according to data collected by market research firm Ycharts.

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CAREERS

Working from Home: For Some Advisors, It’s a Test Drive of Independence

Deborah Aronson

The pandemic may be the “shock to the system” that further accelerates the movement towards the independent space.

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SPONSORED CONTENT

The Case for Long/Short Equity Funds as Volatility Rises

Sponsored by John Hancock Investment Management

Learn why long/short equity strategies are in focus now.

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PHILANTHROPY

Enough of the Zombie Philanthropy, Already

Randy A. Fox

Tax savings aren’t always a donor’s motivation for giving.

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The Daily Brief

TECHNOLOGY

LPL Financial Adds Slack Capabilities

Diana Britton

Channel-based messaging platform Slack will be rolled out to LPL Financial's 17,000 advisors, allowing teams to communicate faster than with email.

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TECHNOLOGY

Broadridge: Tech Tools Fall Short, Leaving Advisors Suffering

Diana Britton

Seventy-seven percent of North American advisors surveyed by Broadridge indicated that they have lost business due to inadequate technology.

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