No Sweeping Tax Reform, Infrastructure Spending Ahead: Pimco Exec
Chief Investment Officer Dan Ivascyn predicts muted Trump reforms, shares concerns over global fiscal, monetary and political uncertainty.
Where Ultra-Wealthy Put Their Money in Q1: Tiger 21
Wealthy investors’ allocation to hedge funds has hit a historic low, Tiger 21 reports.
5 Best Countries for Affordable Health Care in Retirement
While costs rise in the U.S., expats overseas can get fully insured from just $80 a month in some countries, International Living reports.
Alan Alda: How Advisors Can Communicate Better
The actor who played Capt. Hawkeye Pierce on “M*A*S*H” shared with ThinkAdvisor some indispensable advice for financial advisors.
Fidelity Launches Municipal Income 2025 Fund: Portfolio Products
Also, Gurtin Municipal Bond Management launched a Municipal Social Advancement strategy.
The Active Equity Renaissance: New Frontiers of Risk
One modern portfolio theory pillar that is unquestionably broken is the use of volatility, specifically standard deviation, as a measure of risk.
Economist Goodfriend Said to Be a Finalist for Trump Fed Nomination
Marvin Goodfriend is former director of research for Richmond Fed; Quarles also among candidates for Trump Fed nomination
How Do Sectors, Growth & Value Perform in Bull Markets?
Morningstar analyst breaks down the performance results, revealing some surprising findings.
Private Equity Is Family Offices’ Biggest Investment: Study
Some families prefer to invest directly, citing higher expected returns, Campden Wealth says.
SEC Jumps Into Fiduciary Rule Fray, Seeking Comments on ‘Future Action’
SEC chief Jay Clayton said he looked forward to “robust, substantive input” on advisor and BD standards of conduct.