Wealth Management Daily Memo

JULY 10, 2020

REGULATION AND COMPLIANCE

Small Advisory Firms May Have Received $678 Million in PPP Loans

Patrick Donachie

The names and addresses of loan recipients under $150,000 were not disclosed, but it may point to the amount of assistance that went to help smaller firms with lower profits and number of employees.

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ETFS

Gold Miners TOO Bullish?

Brad Zigler

One hundred percent of gold miner stocks are exhibiting bullish chart patterns, according to StockCharts.com

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INDUSTRY

World’s Rich Question Fees With Wealth Hitting $74 Trillion

Tom Metcalf and Ben Stupples

For the first time since 2012, the Asia-Pacific region didn’t lead wealth growth last year -- it was North America.

MARKETING

Financial Advisor Instagram Questions Answered

Stephen Boswell

In digital marketing, you're better to be early to the party than late.

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