Veteran managers from Ariel, Gabelli, Monetta and Pioneer share their lessons.
Telling advisers to never assume enough is enough when it comes to research.
"Macroeconomic trends" led Hancock to ditch new policy sales, in the latest example of an LTC market beleaguered by negative consumer perception and low interest rates.
What's useful for clients in terms of planning is also good for business development.
The new president cannot simply rip up the regulation, which became effective in June. <b><i>(More: <a href="//www.investmentnews.com/article/20161110/BLOG12/161119996/leveraging-portfolios-to-take-advantage-of-donald-trumps-policies" target=""_blank"" rel="noopener noreferrer">Biotech, healthcare, banks and energy may benefit from Trump's policies</a>)</i></b>
Republican power balance puts DOL rule into question
Firms' compliance manuals and contracts will be scrutinized to ensure employee protection.
Chris and Brian Cooke partner with the 108-year-old firm for strategic expansion.
Plus: The Obama administration fast-tracks banking regs, active managers feel pain in the bottom line, and embracing a little humility
Plus: Five ETFs to help you prosper under the Trump administration, Dawn Bennett lands in more hot water, sending the media back to journalism school, and Happy Veterans Day
Plus: The Fed gets another excuse for not hiking rates, a big win for big oil, and nervous Americans crashed Canada's immigration website
Here's a sampling of what financial planners are advising investors to do to protect their money.
Cross border financial planning can help, but it's super taxing to emigrate.
Regulation to raise investment advice standards for retirement accounts could be targeted by the new administration and the Republican-controlled Congress. <b><i>(More: <a href="//www.investmentnews.com/section/fiduciary-focus"" target=""_blank"" rel="noopener noreferrer">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
Plus: Don't bet on a post-election stock market rally, filing bankruptcy to fix a credit score, and some realities of moving to Canada
If Republicans were to win a repeal of the so-called death tax, contentious Treasury regulations on business valuation discounts would also disappear.
One public policy expert says yes.
They want to work, but they need a hand onto the great American ladder of opportunity.
Move to fee-based IRAs gave consideration to SEC's view of other brokerage accounts at firm.
In the new administration, the regulatory agenda could be largely shaped by the officials she puts in charge of the agencies.
