JANUARY 2, 2019

EQUITIES

John Gittelsohn and Charles Stein

A sampling of views for 2019 from the top portfolio managers and strategists at the world's biggest money managers.

HIGH NET WORTH

Ann Dugan

Some tips to help encourage engagement across all generations.

HIGH NET WORTH

Melvin A. Warshaw

Withholding and compliance burdens eased.

The Daily Brief

TECHNOLOGY

Samuel Steinberger

Established financial services giants will continue facing pressure from fintech--and wealthtech--startups.

REGULATION AND COMPLIANCE

Diana Britton

Summit Equities will pay $100,000 for failing to supervise reps who mishandled clients' personal information.

TECHNOLOGY

Samuel Steinberger

Mutual funds could serve as a model for managing individuals' data.