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Wealth Management Morning Memo

MAY 16, 2024

PEOPLE

Schwab's Bernie Clark to Step Down

WealthManagement.com Staff

Clark, the head of Schwab Advisor Services, will be replaced by COO Jon Beatty.

FULL ARTICLE

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WEALTHSTACK

Using Technology, Automation To Remove Friction

Rob Burgess

CTOs from large firms explain how reducing friction can free advisors to focus on the relationships that drive their businesses.

FULL ARTICLE

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ETFS

Rounding Up April’s New ETF Launches

Aniket Ullal, CFRA Research

The pace of ETF launches slowed in April. Following a March that saw nearly 50 new funds, in April managers brought 27 new ETFs onto the market.

FULL ARTICLE

FOCUSED ON THE FUTURE PODCAST

Andrew Alfest on AI and the Evolution of the Advisor Value Proposition

Suzanne Siracuse

FP Alpha's Andrew Altfest explains why what has worked for advisors in the past more than likely won’t work for advisors in the future.

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