March 29, 2017
Webinar: Fiduciary Fee Reasonableness: Breaking Down Litigation Teachings
Even with the seemingly ever-changing uncertainty around regulations, there are actionable ways to push forward. Recent 401(k) litigation has helped define fee reasonableness and provides considerable guidance to the industry, including decisions with IRA clients. We break down these cases and assess what it could mean for your practice.
March 23, 2017
Webinar: Economic Expectations vs. Economic Reality
In recent months, there has been a marked improvement in economic expectation surveys of both consumers and businesses. How do we put these surging expectations into proper context considering where the United States is in the economic cycle? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Colby Feane, discuss moving forward.
March 21, 2017
Emerging Markets Update: A Hybrid Approach to Investing
The Global Financial Crisis forcibly aligned emerging market macroeconomic and monetary policy cycles. But, as we move further from the trough, emerging markets are becoming increasingly less homogeneous.
March 13, 2017
How to Find Income Opportunities in a Low Yield World
Investment income can be an important tool for endowment and foundation portfolios. But in today’s low interest rate world, traditional income solutions may no longer fit the bill. In this webinar we explore opportunities...