Wealth Management Daily Memo

FEBRUARY 11, 2019

ETFS

What’s Next in ETFs? The Great Unwrapping

Diana Britton

The age of ETF domination is over, says Matt Hougan and Dave Nadig, at Inside ETFs. Direct indexing is the next big disruption.

WEALTHCASTS

A Diehard Merrill Advisor’s Journey to Independence

Mindy Diamond

With Michael Henley of Brandywine Oak Private Wealth and Louis Diamond of Diamond Consultants.

SPONSORED CONTENT

Going independent as a hybrid RIA: Understanding the practice model

Sponsored by Schwab Advisor Services

Hybrid RIAs can maintain both a brokerage and advisory business - giving them the opportunity to create the future they imagine for themselves and their clients.

DOWNLOAD WHITE PAPER

INDUSTRY

Scenes from TDAI's 2019 National LINC Conference

Samuel Steinberger

TDAI teased new technology, informed advisors and entertained attendees at its 2019 National LINC Conference in San Diego, Calif.

THE FUTURE OF WEALTH MANAGEMENT

INDUSTRY

Where Fintech Will Be in 25 Years

Lori Hardwick and Mike Zebrowski

The race is on to see which providers can create a platform of engagement that improves client experience and drives top-line growth.