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Wealth Management Daily Memo

OCTOBER 4, 2017

THE FIDUCIARY RULE

SEC Is Working on a Fiduciary Rule Proposal

Diana Britton

“You can’t put one hat on when you’re talking about 50 percent of your assets and another hat on when you’re talking about another 50 percent. It makes no sense,” said SEC Chairman Jay Clayton.

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LIVE FROM THE FPA CONFERENCE

Chris Davis Urges Advisors to Get Active

Michael Thrasher

The pioneer in actively managed ETFs told advisors at the Financial Planning Association’s national conference that low-cost active managers with “skin in the game” more often than not beat their passive benchmarks.

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SPONSORED CONTENT

Challenges in the ESG Environment

Sponsored by FlexShares

Environmental, social and governance (ESG) investing is a topic of increasing interest, particularly among certain investor profiles. Yet, proposed legislative rollbacks have roused concerns about the impact on ESG investing. While it’s difficult to predict how changes will play out, we believe ESG investors have reasons for confidence.

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INFORMA INTELLIGENCE

Trump Tax Plan Is Only Short-Term Bearish for Bonds

David Ader

There's a glut of savings in the world even as the higher yields offered on U.S. bonds act as a powerful lure to international investors.

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