Morning Memo
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February 11, 2017

 


Texas Judge Sides With DOL on Fiduciary Rule
Chief Judge Barbara Lynn of the Northern District of Texas issued the ruling hours after the Justice Department asked her not to, pending a new review ordered by the Trump Administration.


How Will Trump’s SEC Handle RIAs?

Thomas Seubert

At the very least, don’t expect more stringent enforcement. Maybe a lot less.


Utah Jazz Owners Demonstrate Power of Dynasty Trusts

Jeramie J. Fortenberry

Utah Jazz owner Gail Miller recently made basketball news by announcing that she and her family had transferred the NBA team into a dynasty trust.


Will the Market Move Toward a Fiduciary Standard Even if DOL Backs Away?

Diana Britton

Many industry executives expect the trend towards fiduciary standards of advice to continue, driven by market forces if not regulatory action. Others are not so sure.


Merrill’s New Robo Advisor Is Out In The Wild

Michael Thrasher

Bank of America’s Merrill Edge launched its own robo advisory service this week.


High Yields, Multiple Sources, One Fund

Brad Zigler

What fuels the sky-high dividends on the most popular multi-asset ETPs? Our alternatives editor looks under the hood to measure their components, risk and volatility.


Americans Can’t Afford Stocks

David Ader

The average American has to work longer than ever to afford one share of the S&P 500, according to Informa Chief Macro Strategist David Ader.


How to Keep Valued Employees Happy and Loyal

Anne Field

Money's only part of the solution.


The Financial Advisor as Life Coach

Kevin Meehan

How to add value to the top three stages of a business owners’ life cycle


Skip the CPA Gift Basket this Year

Stephen Boswell and Kevin Nichols

Replace that gift basket with an end-of-tax-season celebration.


 

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