WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 8, 2020

ESTATE PLANNING

The IRS Has Been Sending Stimulus Checks to Dead People

How to properly return the payment.

FULL ARTICLE

TECHNOLOGY

Schwab Acquires Motif Investing Tech, IP

From death comes new life as the mega-custodian acquires the most usable parts of Motif's technology and development staff.

FULL ARTICLE

SPONSORED CONTENT

Mission [Possible] Changing the Probability of Winning for Active Investors

While overall fees have decreased over the last decade, the industry has done little to level the playing field for investors and solve the real problem — aligning fees to the value of active management and improving the probability of a favorable outcome depending on manager skill and efficiency of the asset class.

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ESTATE PLANNING

Electronic Estate Planning in Uncertain Times

The days of wet signatures and hard copy documents may be over.

FULL ARTICLE

INDUSTRY

The Pandemic Is Transforming the Wealth Management Industry, UBS Says

Clients are more cautious, more digitally savvy and more interested in sustainable investments, according to UBS' Amy Lo.

FULL ARTICLE

CORONAVIRUS COVERAGE

INDUSTRY

Life After Lockdown

What is the future of financial advice after recovery from the COVID-19 pandemic?

FULL ARTICLE

INDUSTRY

The Shape of Things to Come

Forecasting the long-range impacts of the pandemic.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Industrial Real Estate Sectors on the Offensive Against COVID-19

A vast expansion of industrial real estate is likely on the way.

FULL ARTICLE

RETIREMENT PLANNING

How COVID-19 Might Impact the Longevity Economy

What will the future of aging look like?

FULL ARTICLE