Wealth Management Daily Memo

FEBRUARY 18, 2020

TECHNOLOGY

T3: Warnings on Fee Compression Complacency and a Mobile App Oops

Samuel Steinberger

The annual advisor technology conference saw presentations from Fidelity, Morningstar, AdvisorEngine and a debut from Timelineapp.

INDUSTRY

Franklin Buys Legg Mason in an Effort to Survive Passive Era

Annie Massa and Ed Hammond

The $4.5 billion deal between Franklin Resources and Legg Mason will create a firm with a combined $1.5 trillion in assets.

SPONSORED CONTENT

An 8,000-Day Retirement? Yes.

Sponsored by Hartford Funds

Learn how you may need to evolve your approach to account for it.

ETFS

S&P 500: More Upside Ahead?

Brad Zigler

One sentiment indicator is flashing “yes.”