JANUARY 3, 2019

INDUSTRY

Ten Wealth Management Trends for 2019, and How to Prepare

Diana Britton

The researchers at Aite Group shared what they think will be the biggest trends in wealth management over 2019—and how firms can prepare for them.

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BUSINESS PLANNING

Five Planning Steps for a Smooth Succession

Matt Oechsli

It’s work that requires forward thinking and taking a risk with no guarantees.

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ETFS

'ETFs as Asset Class' Is Among the Top 2019 Trends in Markets

Sarah Ponczek and Vildana Hajric

Treating ETFs as a class of assets independent from stocks is among the nine biggest market structure trends for 2019, according to a report from Greenwich Associates.

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