4 Alternative Funds Win Medalist Rating: Morningstar
The research firm says these Bronze funds have “specialized expertise” guiding their powerful strategies.
Sen. Warren: Fiduciary Rule Delay Would Hurt Financial Services Firms
Delay would be “a slap in the face” to financial services companies that have already invested in compliance, Warren tells acting DOL Secretary Edward Hugler.
TDFs’ Underlying Funds May Not Meet Plan Sponsors’ IPS Standards
Janus finds some plan sponsors aren't vetting the underlying funds in TDFs closely enough.
Are Your Self-Employed Clients Preparing for Retirement?
Setting your own hours means setting up your own retirement, something many workers aren’t doing, according to a new study.
Trump to Direct DOL to Delay Fiduciary Rule: Sources
The order is expected to come this week. Meanwhile, Andrew Puzder's confirmation hearing has been pushed back again.
Global Pension Assets Rose to $36.4T in 2016
“Pension funds worldwide made some progress against their headwinds in 2016,” Roger Urwin of Willis Towers Watson said.
DOL Tries to Clarify QDIA Regs on Annuities in TDFs
TDFs that feature annuities may be used as QDIAs in 401(k) plans, according to a Labor Department information letter.
GMO’s Inker: Can Trump Save Economy From Hell, Purgatory or Limbo?
Portfolio manager Ben Inker dissects the economic scenarios, none of them pleasant, that he says could guide the markets over the next four years.
DOL Fiduciary Rule to Spark More ETF Use Among Advisors: Cerulli
Forty-five percent of advisors are planning to increase use of ETFs to comply with the DOL fiduciary rule, Cerulli reported.
Sen. Warren Questions Firms on Their DOL Fiduciary Prep Ahead of Possible Delay
Meanwhile, a Consumer Federation of America report scrutinizes how brokerages and insurers market their salespeople as "advisors" while fighting the rule.