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DOL fiduciary rule not yet caught up in Trump maelstrom - InvestmentNews (blog)
“Everything I'm hearing is it's in the ICU and the only thing we don't know is what the cause of death will be,” said Kurt Schacht, managing director of the CFA Institute in New York. The analogy I like to use, though, has to do with the most popular.

Retirement savings still a potential target in tax reform negotiations - InvestmentNews
The Trump administration intends to leave retirement savings untouched as part of its new tax proposal, but some remain concerned employer-sponsored plans won't survive the tax-reform process unscathed. "We're pleased with the framework that protects&nbsp.

Active Management Pays Off in Real Estate Funds
II Deep Dive: More Active Managers Are Beating Passive Funds] Harvey, who joined Cohen & Steers as a REIT analyst in 1992 ... Cohen & Steers now integrates risk-management techniques into its investment process, so it can confidently buy undervalued.

How should investors approach infrastructure? - InvestmentNews
This constant need to improve the country's infrastructure means that many companies stand to benefit throughout the process . I sat down with Peter Santoro, lead portfolio manager of Columbia Global Infrastructure Fund , to find out what investors.

Healthcare Staffing Market in US - Strategic Assessment and Forecast Till 2021, ResearchMoz
Healthcare staffing or medical staffing is a process to fill medical positions ... Market in US is expected to grow at a CAGR of 13.70% by 2021. The Market Research Analyst predicts that the Healthcare staffing market in US is expected to reach $28.3.

SEI Investments' (SEIC) CEO Al West on Q1 2017 Results - Earnings Call Transcript - Seeking Alpha
Successful conversion of these two bellwether accounts will enhance our opportunities with other large and jumbo wealth management firms. We're also making investments in the migration of our investment advisors clients to SWP. Already the advisor team&nbsp.

Three Steps to Beating Unconscious Bias - CFA Institute Enterprising Investor (blog)
Unconscious bias is holding back the wealth management industry, Adrienne Penta told participants at the 2017 CFA Institute Wealth Management Conference in Nashville, Tennessee. And it's a ... she asked. “Raise awareness, training, and then process .”.

Morgan Stanley's decision to cut Vanguard funds likely due to DOL fiduciary rule - InvestmentNews
Asset managers can pony up tens or hundreds of thousands of dollars to brokerage firms so their wholesalers can get in front of advisers. And that could have led to Morgan Stanley's decision to cut Vanguard funds, according to industry observers.

Tax reform could be 'way worse' for retirement industry than Department of Labor's fiduciary rule: Graff - InvestmentNews
quot;At this point, if they do tax reform there is no chance, there is no pathway, where we get through this process unscathed," he said during a keynote address dissecting some of the ongoing political machinations on Capitol Hill. "It seems absurd the.

3(38) vs. 3(21) investment fiduciary services: the pros and cons for 401(k) advisers - InvestmentNews
The number of advisers offering discretionary investment management services to 401(k) plans has more than doubled over the last five years ... A 3(21) investment adviser is a co-fiduciary role, whereby an adviser provides advice to an employer with.

Retirement industry to undergo major changes with or without DOL fiduciary rule - InvestmentNews (blog)
The business of saving for America's retirement is changing. The retirement industry is facing a $7.7 trillion gap, and the Department of Labor's new fiduciary rule, which states that advisers must give clients the best advice at a reasonable price, is.

How technology will alter the role of human advisers in wealth management - InvestmentNews (blog)
A small group of us spent a recent afternoon with the chief evangelist at Singularity University in Silicon Valley. The campus is fittingly housed on a NASA site under the shadow of a huge unused hangar once used to store blimps. Their classrooms.