WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 19, 2020

ADVISOR CHANNELS

What Could Happen to RIA M&A? 2008 Provides a Clue

The hit to the markets and the economy will change the dynamics of RIA mergers and acquisitions—as well as firm valuations.

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CLIENT RELATIONS

Taking a COVID-19 Leadership Role

Focus on what you can control.

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SPONSORED CONTENT

What Kind of Independent Advisor Will You Be?

Are you interested in being a teammate or an owner? Learn more about the varying levels of independence in this guide.

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HIGH NET WORTH

Encourage Clients to Institute Emergency Plan for Collections

Prevent, prepare, respond and recover.  

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CORONAVIRUS COVERAGE

TECHNOLOGY

Wealthtech Lessons Learned From 2008

There were no “innovation labs” in 2008, and there may be fewer going forward. As the next recession looms, wealth management firms will likely return to a stricter cost-benefit analysis for their technology budgets.

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ETFS

These ETFs Took in New Money Even as Markets Tumbled

Showing signs of optimism and alert to buying opportunities in down markets, investors poured fresh money into these ETFs during a scary week in the markets.

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INDUSTRY

A Big Picture Look at the Coronavirus Pandemic

We can gain some clarity by breaking down the news into three issues: the virus, the economic impact and the financial market implications.

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CLIENT RELATIONS

XYPN Offers Free Financial Advice to Those Affected by COVID-19

At least 50 fee-for-service financial planners are waiving their fees to provide advice to folks impacted by the coronavirus.

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