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Insights for Financial Professionals

May 20, 2016

Converge, Volume 10: Best Practices in a New Regulatory Environment

A new wave of 401(k) litigation and the Department of Labor’s (DOL) impending conflict of interest regulations has the retirement industry aflutter. With so much activity in the realm of “fiduciary best practices,” it is difficult to keep track of what has changed and what has remained the same.

May 20, 2016

Converge, Volume 10: DOL Encourages Participant Education

The widely anticipated final fiduciary rule from the Department of Labor (DOL) is here. As expected, the rule broadly expands the definition of fiduciary investment advice but provides welcome flexibility for providing general education materials to participants without triggering fiduciary liability.

May 18, 2016

“Go for Growth” Still a Sound Strategy in Today’s Market

Investing in companies that can grow their earnings at above-average rates is particularly important in today’s slow-growth economy. We explore the case for growth stocks in our new post, “Go For Growth” Still a Sound Strategy in Today’s Market.

May 12, 2016

Update on Brazil—Rousseff to Face an Impeachment Trial

Brazil’s Senate voted yesterday to hold an impeachment trial for President Dilma Rousseff. Learn more about our perspective and what this means for investments in our Update on Brazil post.

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