report by BlackRock
Results for ""
Policy and Regulatory Commentary
Washington Update: Reg BI - A Case Study in Politically Fueled Regulatory Whiplash
This piece is approved to use with clients.
Earlier this week, a U.S. district court in New York state dismissed a consolidated lawsuit that had sought to halt implementation of the U.S. Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI) rule.
Policy and Regulatory Commentary
Washington Update: Impeachment - A Bust for Legislation, a Boon for Regulation
This piece is approved to use with clients.
Normally, news of a sitting U.S. congressman resigning from office just before he pleads guilty to insider trading charges would consume much of the conversation inside the Beltway. But these, of course, are not normal times.
Policy and Regulatory Commentary
Washington Update: Based on Presidential Primaries Past, The Democratic Race is Still Wide Open
This piece is approved to use with clients.
Given events in Washington over the last several days, you might be expecting a deep dive into the impeachment process. While we spent some time walking through the intricacies and history of the process in April, there will no doubt be much more to say on the issue in the weeks ahead as events transpire at the Capitol. Today, though, we take a break from Washington for a visit to the campaign trail.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Advisor Value & Fees
The power of designations
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor? Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a reinvestment in yourself and can provide outward credibility for your practice.
Policy and Regulatory Commentary
Washington Update: Washington Isn’t Prepared for a Recession
This piece is approved to use with clients.
The Business Roundtable announced this week that, in its latest reading, the organization’s CEO Economic Outlook Index had its biggest quarterly decline in seven years. Business Roundtable President and CEO Joshua Bolton said, “American businesses now have their foot poised above the brake, and they're tapping the brake periodically.”
Alternative Investments
Streaming Income - European Real Estate: Late-Cycle Value from Manchester to Munich
This piece is approved to use with clients.
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
Policy and Regulatory Commentary
Washington Update: What Could A Federal Data Privacy Bill Look Like?
This piece is approved to use with clients.
About a month ago, we advised readers that they should look to the states, rather than Congress, to see substantial progress on data privacy legislation over the next few months.