Morning Memo
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April 8, 2017

 


Traders Going Defensive Despite Muted Market Reactions to Syria

The Trump administration's bombing of Syria added another layer of uncertainty to financial markets.

Delay or Not, IBDs Moving Toward a Fiduciary Future

Diana Britton

According to WealthManagement.com's annual Independent Broker/Dealer Report Card Survey, advisors say they're prepping for a best-interest standard no matter what.


DOL Delays Fiduciary Rule By 60 Days

Diana Britton

The implementation date of the Department of Labor’s fiduciary rule has been pushed back to June 9.


The Structural Decline of Fossil Fuels

Garvin Jabusch

Energy companies make up a material portion the indexes many advisors mirror, so they need to be wary of the long-term prospects for oil, coal and natural gas.


Elizabeth Warren to Unveil “Retirement Ripoff Counter”

Diana Britton

The latest effort to protect investors and keep the DOL’s fiduciary rule intact will be a live, digital projection showing just how much a delay is costing workers — $40 million a day.


Bringing Advice to Underserved Communities

Ryan W. Neal

Carlos Garcia hopes to help Hispanic immigrants and their children save for retirement, with a low-cost dual-language robo advisor.


Six Financial Planning Steps for Expecting Parents

Kevin McKinley

A little preparation is necessary before the big day.


If We’re All Downsizing, Who Is Upsizing?

David Ader

Looking at household formation, an aging population and the contrarian indicator of “confidence” surveys to understand where the market is headed.


Q&A: Byron Wien

Dan Weil

The 84-year-old investment legend on market volatility, FANG stocks and which investors working today he most admires.


Following The Robo War, Digital Hybrids Rise From the Ashes

Ryan W. Neal

Studies, consumer behavior and investments from traditional firms point towards a future dominated by digital hybrid advisors.


 

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