Wealth Management Morning Memo

JULY 15, 2020

EQUITIES

The 10 Best and 10 Worst Stocks for 2020

WealthManagement.com Staff

Through the first half of a volatile, even chaotic, year in the markets, some patterns have emerged.

BUSINESS PLANNING

Is Diversity and Inclusion a ‘Nice to Have’ or ‘Must Do’ for You?

Walter Booker

Our profession is overwhelmingly white and male both by design and practice, which means that it needs to change.

SPONSORED CONTENT

Client Acquisition and Retention

Sponsored by American Portfolios

Optimizing the Advisor's Toolbox with "Client Acquisition and Retention."

DOWNLOAD WHITE PAPER

INSURANCE

Life Insurance During the Pandemic

Henry Montag

How to handle possible changes in the industry due to COVID-19.

The Daily Brief

PEOPLE

Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors

Diana Britton

Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board.

INDUSTRY

Creative Planning Acquires RIA Serving Expats

Diana Britton

The deal with Thun Financial Advisors, an RIA with $600 million in assets, expands Creative Planning’s cross-border advising services.

SPONSORED WEBINAR

Realizing Uncapped Potential in Defined Outcome ETFs

Sponsored by TrueShares

Attend this timely webinar on July 16 as our presenters cover how structured outcome ETFs are defined, a new type of ETF that includes a "buffer" strategy while removing hard participation cap, and more.

TECHNOLOGY

Morningstar’s ByAllAccounts Integrates With MaxMyInterest

Diana Britton

MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured.

READ MORE OF THE DAILY BRIEF