Wealth Management Morning Memo

JULY 21, 2018

Can You Get Alpha Out of ETFs?

Brad Zigler

Zero in on a fund’s active weight for answers.

Client Relations

Ten Signs Your Client Has Dementia

Letha Sgritta McDowell

Anxiety during middle age may be linked to higher rates of dementia late in life.

Fixed Income

Is The Curve Yielding Economic Clues?

Brad Zigler

Inversions have preceded all nine U.S. recessions since 1955.

Technology

More Robos Pivot Toward the Advisor Market

Samuel Steinberger

Facing high customer acquisition costs in the business-to-consumer space, the latest wave of robos are hoping to find a faster path for growth by helping advisors.

ETFs

The Paradox of Choice in ETFs

Dan Weil

Does the explosion in new ETFs benefit advisors and investors, or does it just confuse them?