DECEMBER 12, 2017

SIFMA Expects An SEC Best-Interest Rule Before DOL Delay Expires

The organization said direct dialogue with the SEC and the agency’s public comments points in that direction.

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Tax Reform Proposals for Pass-Through Entities

Martin M. Shenkman

The House and Senate approaches have ripple effects through many aspects of wealth planning.

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A holistic approach to longevity planning allows advisors to build better relationships with female clients and help them achieve lasting stability in retirement.

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ETFs Don’t Create Risks; Investors Do

Dan Weil

Ben Johnson, the global ETF research director for Morningstar, on the evolution of ETFs, the (so far) lackluster demand for active strategies, and the unwarranted fear that ETFs pose a threat to the markets.

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