WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 5, 2020

TECHNOLOGY

Schwab To Finally Make Fractional Share Investing Available

Schwab Stock Slices will be available to retail investors and Schwab Alliance customers on June 9.  

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INDUSTRY

Q&A with Requisite Capital’s Doug John: Crisis Underscores Value of Independence

The former UBS advisor on how the benefits of a fiduciary obligation to clients, as opposed to corporate shareholders, is made even clearer during times of crisis.

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INDUSTRY

Emigrant Partners Takes Minority Stake in $3 Billion San Francisco RIA

The Emigrant Bank subsidiary has made an investment in Parallel Advisors, its second RIA deal since the onset of the pandemic.

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CORONAVIRUS COVERAGE

INSURANCE

Coronavirus-Related Life Insurance Considerations

Things to keep in mind.

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INDUSTRY

Financial Planning Stands Tall During COVID-19 Crisis

We can’t let this virus hinder us from further elevating the profession and advocating on federal and state policies that could influence the trajectory of the field, says Martin Seay, FPA president.

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HIGH NET WORTH

Eight Bingeable Shows for Locked Down Advisors

It’s not like you’re going anywhere.

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HIGH NET WORTH

What COVID-19 Means for Art Collectors

The pandemic has hobbled the art world.

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