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Wealth Management Daily Memo

OCTOBER 1, 2020

CFP Board Outlines New Governance Reforms

Patrick Donachie

The changes come in response to the findings of an independent task force report on the board's enforcement practices.

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News

Fed Approves Morgan Stanley Acquisition of E*Trade

Jesse Hamilton (Bloomberg)

The Fed’s order allows the companies’ banking operations to merge.

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Industry

Mishkin Santa Talks Best 2020 Tax Practices at FPA Annual Conference

Asia Martin

What tax filings are best suited for 2020, and which ones should wait until after elections?

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COVID-19: Challenges and Opportunities in Financial Services

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