Wealth Management Daily Memo

FEBRUARY 12, 2019

EQUITIES

Robert Shiller at Inside ETFs: Probability of Recession Is Rising

Dan Weil

The Nobel laureate economist and Yale professor proclaims that "all good things come to an end" at the Inside ETFs conference.

ETFS

Charles Schwab Doubles Commission-Free ETFs on OneSource Platform

Michael Thrasher

The Schwab ETF OneSource program will now have more than 500 commission-free ETFs, including 90 funds by BlackRock's iShares.

SPONSORED CONTENT

Diversifying Your Emerging-Markets Allocation

Sponsored by Aberdeen Standard Investments

Investors should consider opportunities EM offers to better diversify their portfolios.

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WEALTHCASTS

Michael Kitces #FASuccess Podcast: The True Value of Financial Advice with Jim Stackpool

Michael Kitces

It's actually a problem if too many clients say yes to your advisory fee pricing. Jim Stackpool explains.

THE FUTURE OF WEALTH MANAGEMENT

INDUSTRY

Artificial Intelligence: The Next Frontier in Planning

Steve Lockshin

Advisors will have to embrace technology and adapt to its potential, filling in the gaps that still require humans.