Wealth Management Daily Memo

JUNE 17, 2020

CLIENT RELATIONS

Reconnecting With Clients During COVID-19

Carol Schiro Greenwald

Where do you want your career and practice to be when the 'new normal' arrives?

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BP Capital Midstream Strategy | Tracking the Recovery: Market Vital Signs | Quarterly Review and Outlook

REGULATION AND COMPLIANCE

Reg BI Has Broader Scope Than Many Think

Ethan L. Silver

Some key areas for brokers to assess in determining whether they’re subject to the new rules as implementation date approaches.

SPONSORED CONTENT

Despite Equity Rally, Alts May Be Preferable

Sponsored by iCapital Network

A comparison of market performance today versus 2008 suggests talk of a recovery may be premature.

EQUITIES

Signs of an Early Economic Recovery Shift the Conversation

Jeffrey Schulze

The future is fraught with risk, but the latest data is optimistic.

HIGH NET WORTH

U.S. Family Offices Lead Global Ranks With $396,000 Salaries

Ben Stupples

There are more than 10,000 single-family offices globally, at least half of which were started in the past two decades

SPONSORED CONTENT

Why Free Trading Really Isn't Free

Sponsored by TradingFront

Free isn’t free: How investors subsidize “commission-free” trades.