Wealth Management Daily Memo

MARCH 13, 2020

EQUITIES

The Ten Stocks in the Black Year to Date

WealthManagement.com Staff

There are only 10 stocks in the S&P 500 that have positive price returns so far in 2020.

TECHNOLOGY

Riskalyze Fintech Report Card: February 2020

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

SPONSORED CONTENT

ETF Education: Wrap Your Fixed Income in an ETF

Sponsored by VanEck Funds

Fixed income ETFs can provide the access you desire, while shielding you from some of the hurdles with bond trading.

PROSPECTING

Ramp Up Referrals

Stephen Boswell and Kevin Nichols

The relationship matters.

SPONSORED CONTENT

A Guide for CCOs Amid a Shifting Regulatory Environment

Sponsored by Orion Advisor Tech

Using technology to address common compliance challenges.