Morning Memo
Wealth Management Morning Memo

MARCH 12, 2020

RETIREMENT PLANNING

SECURE Act Resources

Recommended reading for plan sponsors and advisors alike.

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BUSINESS PLANNING

COVID-19 Could Be a Harsh Test for Advisors’ Business Continuity Plans

As the coronavirus pandemic spreads, advisors' business continuity plans may need to include much more than video chats and Slack channels.

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SPONSORED CONTENT

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HIGH NET WORTH

The IRS Provides Good News for Certain American Expats

New guidance issued on foreign trust reporting requirements.

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FIXED INCOME

Economic Outlook Update: The Worst Is Yet to Come

Global growth could follow a U-shaped path over the next few quarters, though substantial uncertainty remains as policymakers grapple with the impact of the coronavirus.

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SPONSORED CONTENT

CE Credit Webinar: Harnessing the Power of Price-to-Sales

Discover the power of evaluating investments based on price-to-sales multiples—and their long-term predictability of future returns.

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The Daily Brief

REGULATION AND COMPLIANCE

FINRA Cancels, Postpones Upcoming Events

The agency made the decision due to the spread of the coronavirus, one day after the SEC encouraged employees at its Washington, D.C. headquarters to work from home.

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PEOPLE

Dallas Team Moves From Northwestern Mutual to Raymond James

A four-person Dallas advisor team joins Raymond James.

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INDUSTRY

Fox Financial Planning Network Rebrands as AdvisorTouch

CEO and founder Deborah Fox hopes the name change reflects the variety of services advisors can access via the network.

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