Advisor Concern on Client Income Surpasses Volatility: Eaton Vance
The Advisor Top-of-Mind Index for Q2 found a 16% increase from Q1 and the highest ranking since the index’s inception.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
SEC Charges CEO With Failing to Disclose Perks: Enforcement
The SEC also charged a law firm partner in a $1 million insider trading scheme.
Killing Fiduciary Rule Seen as New DOL Chief’s Top Priority
Acosta “is still looking for a solution that could be implemented in final form before June 9,” says ERISA attorney Fred Reish.
Templeton’s Mobius Says Low Market Volatility Tied to Social Media
Templeton investing guru says social media creates confusion; people then dismiss bad news, leading to market calm, he says.
What Advisors Should Know About Liquid Alts
Alternatives are good investments in many markets as long as investors bear a few things in mind, Morningstar panelists say.
Financial Guarantees Amplify Power of Capital in Impact Investing
Projects and enterprises with strong prospects for positive social or environmental impact may lack a risk-return profile that meets the needs of conventional investors.
Active Equities’ Broken 1970s Model Needs a Renaissance
What is to be done? Let's start by declaring an end to Modern Portfolio Theory and looking instead to behavioral finance.
Munger Says Fellow Republicans Are ‘Bonkers’ for Taking Away Bank Regulations
He says banks need to act in a "careful, standardized way"; Trump has called Dodd-Frank regulation a "disaster."
What to Expect From the Bond Market
Bonds can solve a problem or create one, according to Paul Matlack of Delaware Funds Macquarie Investment Management.