How might the coming DOL fiduciary rule impact advisors’ practices in the days to come?
From my office in London, when I look at the newest U.S. Department of Labor (DOL) fiduciary rule from across the Atlantic, it appears that the regulations shift what a U.S. advisor is required to deliver to end-investor clients, from suitable advice to best interests. And that shift—toward the interests of end investors—appears to be happening nearly everywhere in the world right now, as my colleague, Tim Noonan mentioned just a few weeks ago.
Despite its recent popularity, many still don’t understand the potential opportunities and risks of passive investing. One of our experts takes a look at the potential trap of buying high.
Introducing a four-part series on the growing, and welcome, changes in fiduciary responsibility for financial planners worldwide, starting with a look at the latest DOL rule.
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.
Recent volatility has reinforced the benefit of staying the course. Trying to time the market to miss the worst days requires two decisions - getting out and getting in. It’s hard to get one correct, let alone both.
Russell Investments’ Senior Portfolio Manager Rob Balkema discusses how our strategists’ latest global market outlook insights might be implemented in a multi-asset portfolio, with special focus on emerging markets.
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.
