Spring tends to bring predictable changes, like warmer temperatures and blossoming flowers. But this spring seems to entail its fair share of unpredictable events as well.
With a new administration in Washington, D.C., moving to loosen regulation, what will happen to the now-postponed Department of Labor fiduciary rule? How many more firms will roll out robo advisors? How low will trading prices go? What will happen to health care?
In this quarter’s issue, Lane Strumlauf of UBS explains the wirehouse’s view of how to best protect clients’ interests, while Tash Elwyn of Raymond James discusses the future of advisors and technology. Michael Finke, head of the American College of Financial Services, gets to the root of portfolio planning and advice in his examination of evidence-based investing, and columnist Bob Seawright weighs in on this topic as well (with a lighthearted take).
We are pleased to announce that columnist Marshall Jaffe, who looks at the mind-numbing topic of cybersecurity in this issue, has been recognized as a finalist in the 2017 Jesse H. Neal Awards for editorial excellence in blog/commentary writing. He follows Seawright, who was a finalist in 2016. The winners are being announced March 31.