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A New Year, A New Approach to Client Reviews

January 3, 2017
A New Year, A New Approach to Client Reviews

Our unique method aimed at identifying actively managed funds that have delivered consistent excess returns with less volatility across market cycles can help you in the new year.

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Final Obama DOL Regulatory Agenda Includes RFI on QDIAs with Lifetime Income Features

December 28, 2016

In November, the Department of Labor (DOL) released its Fall 2016 regulatory agenda, which reveals DOL's regulatory priorities for the next six months.

Fate of Department of Labor Fiduciary Rule Uncertain

December 28, 2016

With the election of Donald Trump as the 45th President, the Department of Labor's (DOL) fiduciary rule faces a potentially uncertain future.

Election Results Signal Policy Changes

December 28, 2016

With Republicans set to take over the White House and retain control of the Congress, there will be some major shifts in policy next year.