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Wealth Management Morning Memo

JULY 8, 2020

REGULATION AND COMPLIANCE

Almost 2,000 Financial Advisory Firms Received PPP Loans, But a Full Count Remains Unclear

Patrick Donachie

The recipients of loans included Aspiriant and Riskalyze, who were two of the more than 660,000 businesses that received loans of $150,000 or greater, according to Treasury Department data.

FULL ARTICLE

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ADVISOR CHANNELS

Thrivent's New RIA Platform Recruits First Outside Firm

Diana Britton

Thrivent Advisor Network’s first outside recruit has big growth plans and an average advisor age of 24.  

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PEOPLE

The Hill Group Exits Morgan Stanley for Sanctuary Wealth

Asia Martin

After nearly 18 years at Morgan Stanley, Emily Bowersock Hill bid the wirehouse adieu for the RIA channel.

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EQUITIES

Facebook Helps Explain Why ESG Investing Matters

Nir Kaissar

Investors are right to be concerned by Mark Zuckerberg’s strongman governance of the company.

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The Daily Brief

ADVISOR CHANNELS

Edward Jones, Commonwealth Rated Highest for Advisor Satisfaction

Diana Britton

This year, J.D. Power measured advisor satisfaction at both the employee and independent firms.

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ADVISOR CHANNELS

Michigan-Based Advisor Returns to Ameriprise After 23 Years

Diana Britton

“Ameriprise evolved to become a leader in supporting independent advisors,” says Divisha Kapur, who joins the firm’s independent arm.

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