Investor-Advisor Discussions Dominated by Market Volatility, Politics: Eaton Vance
By Michael S. FischerFour out of five advisors reported that the current political environment was an important part of client conversations.
April 08, 2019
SEC's Own 'Best Interest' Regs Might Ban Sales Commissions: Legal AnalystDouglas Schmidt told the NAIC a judge would likely find that the standard has a plain meaning.
April 08, 2019
NAIC May Create Pharmacy Benefit Manager ModelOne obstacle is existing state PBM registration efforts.
April 08, 2019
Pensions Should Shift From De-Risking to Growth: ReportIn today's market, "plans of all stripes need to focus on their growth portfolio," according to Cambridge Associates.
April 08, 2019
NAIC May Cancel Shift to New Guaranteed Issue Life TableOfficials say use of a 2017 table could disrupt the market.
April 08, 2019
SEC Chief: Economic Analysis of SEC's Reg BI Will Be 'Robust'The final Reg BI package is "on our agenda to get done before September," Clayton said at SEC Speaks.
April 08, 2019
'Moment of Truth' Arrives for U.S. Stocks After Fed-Fueled RallyA warning from J.P. Morgan's chief U.S. equity strategist Michael Wilson before earnings season begins.
April 08, 2019
Here Is Schwab's New ABC Asset Allocation Framework for AdvisorsIt combines cap-weighted, strategic beta and actively managed allocations with a behavioral overlay.