MARCH 18, 2020

PHILANTHROPY

Role of Donor-Advised Funds During Bad Markets and Recessions

Ken Nopar

They can help clients continue their charitable giving.

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MUTUAL FUNDS

Mad Markets Offer Last-Chance Saloon for Active Funds

Mark Gilbert

If stock pickers can’t outperform indexes in the current volatility, they should shut up shop.

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CORONAVIRUS COVERAGE

INDUSTRY

Advisors Help Clients Remain Calm in Market Rout

WealthManagement.com Staff

Many advisors have lived through bear market turmoil before. They say their role now is to keep clients from panicking, and in many cases help those with longer time horizons recognize opportunity in the chaos.

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INDUSTRY

Edward Jones to End In-Person Client Meetings

Patrick Donachie

The firm is also restricting public access to its 15,000 branch offices in North America in an attempt to help curb the spread of the coronavirus.

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TECHNOLOGY

What To Tell Clients About 'GDP Killers' And Recession

Samuel Steinberger

In a special scenario presentation, HiddenLevers outlined its modeling on where things are today, and where they could be headed.

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