This article, the first of two parts, is a review of some of the more prominent new tools that advisors can lean on as they prepare for the full DOL rule implementation on April 10. Each of them addresses a different aspect of the rule, and they all approach it from different angles.
Interest rates and the U.S. stock market have a complex relationship. Don’t be fooled by correlation statistics on the matter. Read more now.
After multiple debates with my Inside Information audience, I’m picking up surprising opinions about the DOL fiduciary rule and its imminent demise.
Wouldn’t it be nice if you could take a prospective client’s asset allocation and calculate the percent of time periods since 1926 that it would have survived a 30-year retirement?
Bob Veres recently summarized how he views his role as a journalist for financial advisors. We thought we would share it with you, because it also encapsulates our approach to advancing the advisory profession.
Low interest rates should not affect whether a pension plan chooses to pursue an LDI strategy, but they may change how that strategy is implemented.
Pension plan funded status remains stubbornly low due to low interest rates despite many other key plan metrics returning to pre-crisis levels. Could the 2008 financial crisis be to blame? Bob Collie investigates.
Advisory firms face a daunting challenge as they prepare themselves for the latest version of the future. They will have to retool their service offering for a new generation of clients (aka Millennials), who have very different preferences, different advice needs and far more digital sophistication than your Baby Boomer clients ever had.