Morning Memo
Wealth Management Morning Memo

APRIL 21, 2020

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.

FULL ARTICLE

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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.

FULL ARTICLE

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The Secure Act - The Gift That Keeps on Giving

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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

CORONAVIRUS COVERAGE

PHILANTHROPY

Giving in the Time of COVID-19

Think globally, act locally.

FULL ARTICLE

INDUSTRY

Advisors and Clients Await Additional PPP Funding

Small businesses and advisors alike are awaiting additional allocations for the loan program while continuing to navigate confusion in the application process.

FULL ARTICLE

PEOPLE

Coronavirus Journal: Finding Simple Bliss in the Midst of a Pandemic

The latest in a recurring series of dispatches from financial advisors about their lives—and work—under quarantine.  

FULL ARTICLE

EQUITIES

Stock Market Investors Are Too Optimistic

A 27% recovery in equities is surprising. We still have no idea of Covid-19's lasting impact on economic output.

FULL ARTICLE

The Daily Brief

REGULATION AND COMPLIANCE

SEC Settles With Merrill, Two Others Over Share Class Conflicts

The orders will be the last in the commission’s Share Class Selection Disclosure Initiative, which returned more than $139 million to investors.

FULL ARTICLE

PEOPLE

Triad Poaches LPL Exec To Lead Recruiting

Brian Shulstad will build relationships with potential recruits across the country, and work with Triad’s existing advisors on branch expansion and strategic acquisitions.

FULL ARTICLE

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