Morning Memo
 
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Wealth Management Morning Memo

JULY 10, 2024

COLUMN

Stock Picker’s Markets Don’t Exist

Larry Swedroe

Active management is a loser’s game.

FULL ARTICLE

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ETFS

Morningstar: Competition has Driven Fund Fees to a New Low

Elaine Misonzhnik

But the pace of declines is beginning to slow down as many passive funds are already charging only a few basis points.

FULL ARTICLE

RESOURCE CENTER

Focus on the Future: Adapting to the Next Generation of Investors

In partnership with Cambridge Investment Research

Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management.

LEARN MORE

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RIA EDGE PODCAST

Client-Centric Growth: A Model for Modern Wealth Management

David Armstrong

Linscomb Wealth's Phillip Hamman on how his firm outpaced market growth with a laser focus on client satisfaction.

Sponsored by Schwab Advisor Services

LISTEN NOW

MUTUAL FUNDS

Mutual Funds See Win in Fight to Blunt SEC ‘Swing Pricing’ Plan

Lydia Beyoud

The SEC will likely revamp a plan that would have forced asset managers to change part of their pricing models.

FULL ARTICLE

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