JANUARY 1, 2019

HIGH NET WORTH

Here Are the World's Biggest Billionaire Winners, Losers of 2018

Sophie Alexander and Jack Witzig

“It was a tough year in financial markets, but for people who are creating wealth through companies, the economy itself is very strong.“

FULL ARTICLE

ETFS

Shift From Active to Passive Approaches Tipping Point in 2019

Charles Stein

If the current trend holds, ETFs will surpass mutual funds and top 50 percent of assets in 2019.

FULL ARTICLE

BUSINESS PLANNING

The One Page Business Plan Template for Financial Advisors

Stephen Boswell and Kevin Nichols

There is brilliance in simplicity.

FULL ARTICLE

The Daily Brief

Editor's Note

The Daily Brief is taking off Tuesday to celebrate the new year. It will return on Wednesday, January 2, 2019. Thanks for reading, and Happy New Year from the WealthManagement.com team.