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An adviser’s year in graphics

BIGGEST TECH acquisition ⇒$2.7B SS&C Technology Holdings Inc. agreed to pay $2.7 billion for Advent Software Inc.

BIGGEST TECH acquisition
⇒$2.7B
SS&C Technology Holdings Inc. agreed to pay $2.7 billion for Advent Software Inc.

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TOP FIVE ADVISER MOVES
Source: Investment Research

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Tibble v. Edison
In Tibble v. Edison, the Supreme Court held that ERISA’s underlying foundation of trust law imposes a “continuing duty to monitor trust investments and remove imprudent ones,” undercutting the defendant’s argument that monitoring ended with ERISA’s six-year statutory limitation on violations. The court granted the plaintiffs a judgment of
$370,732

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Historic rate hike
Source: Federal Reserve
⇒3,456
days since the last Fed rate hike;
⇒25BPs

size of the increase

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generational wealth transfer
⇒$30T
will be passed down from baby boomers to Gen X over the next 30 years.

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best ETFs of the past 10 years
Source: Bloomberg

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Compliance headaches
⇒74.8%
the percentage of state-regulated investment advisers showing deficiencies in books and records.

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No cola for 2016
Source: Social Security Administration
⇒3
number of times SSA announced 0% increase since 1975

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Designed and produced by Ellie Zhu

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