Morning Memo
Wealth Management Morning Memo

APRIL 27, 2020

CAREERS

Virtual Conferences for Advisors Get a Boost

As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements are way, way up. Could this be the future of advisor events?

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INDUSTRY

Twelve Positive Ways the Coronavirus Crisis Will Impact RIAs

With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA industry.

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SPONSORED CONTENT

Market Volatility Channel

After 11 years, stocks’ uptrend has been broken.

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TECHNOLOGY

Go Local With Your SEO

Ranking on the first page of Google searches for financial advisors in a given town, city or region can bolster website traffic, overall brand visibility and credibility.

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CORONAVIRUS COVERAGE

INDUSTRY

Advising Athletes During the Sports Apocalypse

Advisors say athletes face particular difficulties during the coronvirus pandemic.

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CAREERS

Coronavirus Journal: No Clocking Out

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

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HIGH NET WORTH

Constitution May Block Progressives on Wealth Tax

There are other ways to raise revenue for coronavirus relief.

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Five Ways SMAs Help You Attract and Serve HNW Investors

How do you deliver the kind of service, performance, and transparency that HNW investors demand?

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The Daily Brief

INDUSTRY

A Quarter of Americans Seek Financial Advice for the First Time

Of U.S. investors with $100,000 or more in assets, the figure is slightly higher.

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PEOPLE

Thrivent Hires New Chief Commercial Officer

In the newly created position, former Allstate exec Mary Jane Fortin will lead commercial operations of Thrivent, which provides financial services to Christians.

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SPONSORED WEBINAR

What Estate Planners and Financial Advisors Need to Know About the New CARES Act

The CARES Act makes significant changes to laws affecting estate planning and wealth management. Join on Monday, April 27 as our speakers provide a detailed overview of these provisions and cover everything you need to know.

Monday, April 27, 2020 | 4:15 PM Eastern Daylight Time  

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