Wealth Management Daily Memo

FEBRUARY 7, 2019

INDUSTRY

TDAI LINC: Hockey Assures RIAs TD Ameritrade Isn't Eyeing Their Clients

Michael Thrasher

The president and CEO told advisors the company's innovations are meant to support them, not replace them.

ETFS

The Worst Performing ETFs in the Past Month

Aniket Ullal, First Bridge Data

These ETFs with at least $500 million in assets performed the worst over the past month, ranked by one-month total return.

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WEALTHCASTS

Stephen and Kevin Show Episode 72: Strategies for Managing Financial Advisor Stress

Stephen Boswell and Kevin Nichols

Expert guest Katy Goshtasbi joins Stephen and Kevin to discuss strategies to handle stress and increase productivity.

THE FUTURE OF WEALTH MANAGEMENT

INDUSTRY

Looking Back 25 Years to Help us Look Forward

William Capuzzi

When change is upon you, and you can identify where it’s headed, it’s time to get on board.