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Policy and Regulatory Commentary
Dueling Regulators
This coming March will mark the 184th anniversary of a congressional resolution that banned duels on the House and Senate floors
Market Outlooks
It's Not Much, But We'll Take It
This piece is approved to use with clients.
Excluding this awful pandemic, we think most market observers would cite inflation as the greatest risk to the economy and markets.
Regulatory Education
Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design
Curated content for RIAs.
To help plan sponsors better understand how to ensure their investment policy statement (IPS) is clear and current, we spoke with renowned ERISA attorney Hon. Brad Campbell about three areas where well-intentioned but unclear or outdated IPS language can create problems.
Market Outlooks
Market GPS: ESG Investment Outlook 2022
Curated content for RIAs.
Paul LaCoursiere, Global Head of ESG Investments, explores four themes for 2022 that he considers pivotal to the direction of travel for environmental, social and governance (ESG) investing.
Policy and Regulatory Commentary
Full Cabinet, Bare Shelves
Cabinet (the secretaries of Treasury, Defense, Education, and the like) is full, but many key supporting roles are not.
Market Outlooks
Omicron & The Fed Upend The Markets
This piece is approved to use with clients.
After a week away for the Thanksgiving holiday, we are happy to be taking pen to paper to share our thoughts on the economy and markets.
Market Outlooks
Weekly RIA Pulse Report - December 6, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.