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November 22, 2016

Advisors Brace for DOL Rule Assault
The wealth industry faces turmoil over a rule that many suspect will wind up being put on ice.
Why Modern Portfolio Theory Fails Retail Investors
Goals-based investing can be made more efficient by dropping the theory, one CFA writes.
Senate Proposes IRA Contributions After 70 1/2
Bill includes provisions to expand adoption of multiple employer plans.
SEC Approves Mandatory Bond Price Markup Disclosure
Finra sought SEC’s approval for the rule this spring.
Poll
What Will You Tell Clients About Bonds in Trump's America?

Anticipation of greater government infrastructure spending, creeping inflation and rising rates are signaling to many investors that the 30-plus-year bull market for bonds is about done. In conversations with clients, do you plan to:

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