Morning Memo
Wealth Management Morning Memo

FEBRUARY 13, 2019

TECHNOLOGY

Federal Support For Artificial Intelligence Should Benefit WealthTech

President Trump's focus on the development of AI could foster an accelerated rate of innovation in wealth management technology.

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ETFS

Inside ETFs: Factor Investing Is the New Active

Factor funds are spurring a revival of active investing, said asset managers at the Inside ETFs conference in Hollywood, Fla.

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CLIENT RELATIONS

Women and Wealth: How to Get it Right

The financial services industry is failing women—not just as investors but also as employees. Now's the time for everyone to move forward.

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THE FUTURE OF WEALTH MANAGEMENT

Wealth Management 2044

A day in the life of the advisors of the future. By Ed Obuchoswki

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The Daily Brief

INDUSTRY

LPL Financial Has $1 Billion In M&A Capital to Deploy in 2019

A combination of cash, earnings from sellers and leverage have primed the independent firm for deals in this year.

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TECHNOLOGY

Voice Assistants Aren't Going Away

And advisors should be excited about that.

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