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Getting them right can be the key to a pain-free succession.

"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Studies show smart beta beating their benchmarks more than active managers.

Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.

Russell Investments’ global head of product services says hiring a diverse team is key for strategic planning.

David M. Raab is a principal at Raab Associates Inc., a consultancy specializing in marketing technology and analytics. Raab is also the author of the book The Marketing Performance Measurement Toolkit (Racom Communications). He can be reached at draab@raabassociates.com or via his blog at http://customerexperiencematrix.blogspot.com/.