WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 21, 2020

INDUSTRY

Schwab CEO: RIAs Won’t Slow Business With Us

“We really think that the notion that RIAs will slow business with us as the date for closing of the transaction with TD Ameritrade approaches is not something that is likely to unfold," said Schwab CEO Walt Bettinger.  

FULL ARTICLE

ETFS

Six Voices on What’s Going on in Oil ETF Engulfed by Blowup

USO has run out of capacity to issue new shares to meet investor demand.

FULL ARTICLE

SPONSORED CONTENT

Trading Automation vs. Traditional Rebalancing

Discover how Trading Automation > Traditional Rebalancing.

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RETIREMENT PLANNING

CARES and Coronavirus Resources for Plan Sponsors

Some information to share with clients to help them manage the changes.

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CORONAVIRUS COVERAGE

TECHNOLOGY

Give Your Remote Work Environment a Security Checkup

While you may feel confident with cybersecurity in the office, home is likely less secure by default.  

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BUSINESS PLANNING

Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model?

It makes no sense to be working harder than ever for clients but be paid less.

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BUSINESS PLANNING

Keeping Everyone Motivated During the Pandemic

The typical financial advisor is at least 20% off their game during this dangerous crisis. That provides plenty of opportunity.

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HIGH NET WORTH

'We Needed to Go:' Rich Americans Activate Pandemic Escape Plans

Interest in New Zealand bunkers has surged.

FULL ARTICLE