JANUARY 4, 2019

INDUSTRY

Sieg: Bank Integration Is Key to Merrill Lynch Wealth Strategy

Michael Thrasher

The head of Merrill Lynch now reports directly to Bank of America’s CEO, and thinks future clients will prefer a one-stop-shop for all their financial service needs.

FULL ARTICLE

ETFS

Looking Back at a Strong 2018 for ETFs

Todd Rosenbluth

Rather than just chasing performance, fund flows demonstrate investors are increasingly finding comfort in the lower-cost and index-based approach.

FULL ARTICLE

2019 Market Forecast

New Year, New Challenges. 2019 promises to be an interesting year. Read our 2019 Market Outlook for forward-looking market trends and insightful forecasts.

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PHILANTHROPY

On Philanthropy: U.N. Sustainable Development Goals Falling Short

Bruce DeBoskey

Help your clients apply an SDG lens to their giving.

FULL ARTICLE

The Daily Brief

PEOPLE

Wealthy Thrillseekers in a Race to the Bottom (of the Ocean)

Davis Janowski

Self-aggrandizement or science? Why not both?

FULL ARTICLE

REGULATION AND COMPLIANCE

Consulting Firm Foreside to Acquire NCS Regulatory Compliance

Diana Britton

The merger will allow NCS to expand into new customer segments, investment products and geographies.

FULL ARTICLE