Wealth Management Daily Memo

APRIL 23, 2020

HIGH NET WORTH

The Diversification of an NFL Star

Evan D. Vladem

Patriots safety Patrick Chung’s financial journey from gold chains to team ownership.

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TECHNOLOGY

eMoney's 'Project Avocado' Already In Pilot Phase

Samuel Steinberger

The new financial planning app has been in the hands of select users for weeks and is expected to move to beta soon.

SPONSORED CONTENT

Going Independent with Quadrant Private Wealth

Sponsored by Schwab Advisor Services

These advisors got their RIA firm up and running before their building renovations were complete.

PHILANTHROPY

Gifting and Wealth Transfer Techniques During a Pandemic

Randy A. Fox

Great opportunities exist for all types of asset classes and in all types of gifting and wealth transfer techniques.

CORONAVIRUS COVERAGE

INDUSTRY

Advising Athletes During the Sports Apocalypse

Erick Bergquist

Advisors say athletes face particular difficulties during the coronvirus pandemic.

CAREERS

Coronavirus Journal: No Clocking Out

Brenna Baucum

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

BUSINESS PLANNING

Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model? Part 2

Scott MacKillop

The second in a two-part series looking at how financial advisors can improve their business during the current coronavirus crisis.

BUSINESS PLANNING

During Coronavirus, Advisors Must Focus on Their Businesses Too

Jeff Nash

Financial advisors always advise their clients to prepare for what’s ahead; they should take their own advice and look out for the future of their firms.