Wealth Management Daily Memo

APRIL 14, 2020

Thematic ETF Growth Slowed by COVID-19

Todd Rosenbluth

Some thematic ETFs may be poised to prosper in a post-pandemic world. But as always, it’s what’s inside the ETF that counts.

Podcast

Michael Kitces' #FASuccess Podcast: Tom Kennedy's Transition from Wholesaler to Advisor

Michael Kitces

Tom Kennedy discusses what it's like to shift from the wholesale business to the advisory business.

Estate Planning

Using the Harmless Error Doctrine in Light of COVID-19

Kathryn E. Kuhn

Five tips for shoring up evidence of testamentary intent.

CORONAVIRUS COVERAGE

Estate Planning

How Estate Planners Are Adapting to Working During a Pandemic

Anna Sulkin

Practicing remotely has been a challenge for some.

Industry

Reports: Coronavirus Hits Industry M&A Activity in Q1

Erick Bergquist

Despite 2019 being a record year for M&A activity, 2020 will likely see fewer deals consummated, due to the coronavirus, according to recent M&A reports.

Client Relations

How Financial Planning Can Help Clients Sleep at Night

Tony Leal

Modern financial planning applications can be a key tool for reassuring clients during unpredictable times.

Insurance

Health Insurers Pledge Not to Raise Rates in 2021

Asia Martin

Eighty three percent of health insurers plan to keep their rates static, in response to COVID-19.