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February 17, 2017

Trump Picks Another DOL Chief
Move comes after original nominee withdrew, which sources say might still slow agency’s fiduciary rule review.
Mercer Takes Small-Firm Route to the Big Leagues
Busy buyer says it’s just starting to bring scale to middle-market RIAs.
Volatility Remains Top Concern Among FAs
But Eaton Vance survey finds FAs less concerned than they were last quarter.
Returns Measured Over Less Than 15 Years Are Noise
Advisors may have to sit down with clients to redefine long-term investing.
Correct Clients on Gift Taxes, Roth IRAs, ETFs
Advisors should dispel common misconceptions held by clients about taxes.
Client Events Shouldn’t Be All About You
When hosting events for clients and prospects, think about their needs — not yours.
ThinkTank: Fixed Income

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