WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 8, 2020

TECHNOLOGY

From Remote Desktops, Fintechs Offer Warnings and Lessons For Advisors

As remote working becomes plain old working, what can advisors learn from the fintechs that support them?

FULL ARTICLE

COLLEGE PLANNING

How to Evaluate the Financial Health of Colleges in the New Era

Colleges are entering a new era that could be worse than the Great Recession. Advisors can help families of college-bound teens navigate the uncertainty.

FULL ARTICLE

SPONSORED CONTENT

Unlock the Business-Building Potential of Education

You don’t have to advise retirement plans to take advantage of opportunities with business owners.

DOWNLOAD NOW

ESTATE PLANNING

Dealing with “Panic Wills”

Amid the pandemic, individuals seek to get their estate plans in order.

FULL ARTICLE

CORONAVIRUS COVERAGE

CLIENT RELATIONS

Seven Steps to Perform a Successful 'Wallet Dump'

Might as well perform some financial disinfecting while you're in quarantine.

FULL ARTICLE

INDUSTRY

Advisor Events and Conferences Affected by Coronavirus

UPDATED: Is my event still on? Here's a running list of wealth management events and conferences canceled and postponed by the novel coronavirus pandemic.  

FULL ARTICLE

TECHNOLOGY

What You Should Know About New Cybersecurity Risks

Cyber criminals are using the heightened fear around COVID-19 as a way to create scams that appear legitimate and urgent. Here's how to combat them.

FULL ARTICLE

INDUSTRY

Transitioning in the Midst of a Pandemic

The spread of coronavirus put a kink in Blyth & Associates’ transition to LPL, but the team found that most things could be done virtually.

FULL ARTICLE

PHILANTHROPY

Six Gifting and Tax Strategies for the Current Environment

Even amid the turmoil, opportunities still exist.

FULL ARTICLE

REGULATION AND COMPLIANCE

SEC Issues Guidance on Reg BI, Form CRS Examinations

The SEC released two risk alerts to help firms prepare for the compliance date of June 30, which has remained unchanged despite the COVID-19 crisis.

FULL ARTICLE