Wealth Management Morning Memo

JULY 7, 2020

CAREERS

Learning to Look Beyond the Pandemic and See Opportunity

Mindy Diamond

Ten steps to help advisors adjust their focus and move forward positively.

ESTATE PLANNING

Election 2020: Will Clients Lose Their Estate and Gift Tax Exemptions?

Martin M. Shenkman, Al W. King III, Joy Matak and Susan R. Lipp

A panel of tax experts discuss what clients should do if they want to use their large estate and gift tax exemptions now.

SPONSORED CONTENT

Confidence in Crisis

Sponsored by Hartford Funds

Learn how to communicate confidently to clients in crisis.

WEALTHTECH WINNERS CIRCLE PODCAST

How Innovative Technology Helps Financial Advisors

WealthManagement.com Staff

Orion Advisor Tech's Eric Clarke and Kelly Waltrich explain how emerging financial platforms help their firm.

ESTATE PLANNING

Dividing the 'Stuff' Shouldn’t Be an Afterthought

Sandra D. Glazier

Disputes over tangible personal property are one of the top three causes of estate administration conflict.

The Daily Brief

ETFS

T. Rowe Price Gets Final Nod for Active ETFs

Diana Britton

The firm will launch four actively managed equity ETFs this year, with plans to cover other asset classes over time.

INDUSTRY

LPL Recruits $225 Million Team From FiNet

Diana Britton

CenterPoint Wealth Advisors' partners liked the fact that LPL doesn't sell proprietary products or investment banking products.

READ MORE OF THE DAILY BRIEF