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APRIL 1, 2020

HIGH NET WORTH

Positive Planning Strategies in a Post-COVID-19 World

Alvina Lo

Several techniques that are particularly attractive during challenging times.

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EDITOR'S LETTER

Editor's Letter: Will Clients Fire, Hire or Keep Advisors - Clues From 2008

David Armstrong

Clients who changed their relationship with financial advisors during the financial crisis of 2008 hold a clue to what they are looking for during the current one.

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CORONAVIRUS COVERAGE

TECHNOLOGY

Financial Planning Tool NaviPlan Offers Free Access To Client Portal

Samuel Steinberger

Targeting non-enterprise clients, Advicent is offering free access to the firm's financial planning client portal through the end of 2021.

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TECHNOLOGY

Orion Formalizes Its Model Marketplace With ‘Communities’

Davis Janowski

The firm also casts a line to advisors who were caught cloudless as the coronavirus pandemic hit.

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PEOPLE

The Apps, Shows and Projects Advisors Are Engaged With in Self-Quarantine

Asia Martin

From Netflix to raising pets, advisors are trying to strike a balance between working hard for their clients and finding time to refresh. Here are how some are coping.

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CAREERS

How to Make the Most of this Nationwide Timeout

Mindy Diamond

Although the game of life feels like it’s been put on hold, there are things we can be doing to make the most of our time.

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TECHNOLOGY

Stop Using Zoom, Says Former NSA Hacker

Samuel Steinberger

Two more Zoom vulnerabilities were revealed in the researcher's blog. "Perhaps stop using Zoom," he says.

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EQUITIES

Maybe the Coronavirus Didn’t End the Bull Market

Barry Ritholtz

Every rally or bust has large counter moves that may not be a real break from underlying trends.

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