Wealth Management Morning Memo

FEBRUARY 18, 2019

TECHNOLOGY

SigFig Takes the Crown In Three-Year Returns, But Caveats Apply

Samuel Steinberger

A longer track record means more performance metrics for robo advisors, but critics contend it paints a partial picture.

FIXED INCOME

The Great Bond Market To Come Is Neither Bull nor Bear

David Ader

The next several years are going to look rather sideways.

SPONSORED CONTENT

Are your clients getting the growth opportunity and protection they need?

Sponsored by New York Life

A variable annuity with an accumulation benefit rider may provide more growth and downside protection than a variable annuity with a withdrawal benefit rider.

DOWNLOAD WHITE PAPER

CLIENT RELATIONS

Marketing to Clients' Children

Stephen Boswell and Kevin Nichols

Make contact now and reap the rewards for the rest of your career.

SPONSORED WEBINAR

It's 2019. If you’re not online, you’re invisible.

Sponsored by eMoney

It’s time you to leverage social media to build your personal brands. Not sure where to start? How to construct an engaging profile? How to grow a robust following across social channels? Learn the Top 10 Strategies To Grow Your Online Following – Thursday 2/21 at 2 PM ET.

The Daily Brief

Editor's Note

The Daily Brief is taking off Monday to celebrate Presidents Day. It will return on Tuesday, February 19, 2019. Thanks for reading, and Happy Presidents Day from the WealthManagement.com team.

READ MORE OF THE DAILY BRIEF