The biggest challenge in investing comes in the bond market, Columbia Threadneedle Investments' Edward Kerschner said. Interest rates have stopped falling after 35 years of decline. "We have a new rate regime," he said.
The Schwab ETF OneSource program will now have more than 500 commission-free ETFs, including 90 funds by BlackRock's iShares.
Advisor Tyrone Ross Jr. said the wealth management industry will be the last to get on the cryptocurrency bandwagon, due to the fiduciary standard.