Beyond Bulls & Bears

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Perspectives

CEO View: What’s Changed 10 Years After the Global Financial Crisis?

At Franklin Templeton’s recent Global Investor Forum in New York, our CEO Greg Johnson participated in a panel discussion with three other CEOs in the financial services industry: James Gorman of Morgan Stanley; Jay Hooley of State Street and Barry Stowe of Jackson National Life. They discussed some of the changes in the markets that have occurred in the 10 years since the global financial crisis, what they learned—and what might trigger the next crisis.

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Education

In the Know: A Q&A on the Latest DOL Fiduciary Rule & SEC Proposal Developments

To say activity in Washington is being closely followed would be an understatement, with the consensus view that the Department of Labor’s Fiduciary Rule is all but officially vacated, and a recent proposal from the Securities and Exchange Commission (SEC) is in the middle of a 90-day comment period. Yaqub Ahmed, senior vice president and head of Defined Contribution – US at Franklin Templeton, leads a discussion on the latest developments with attorney Michael Hadley, partner with Davis and Harman LLP. They outline the SEC proposal and how it might impact financial advisors and their clients.