Beyond Bulls & Bears

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth
Fixed Income

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth

The Franklin Templeton–Gallup Economics of Recovery Study has heralded some interesting results in regard to the attitudes and behavior of Americans in response to the ongoing pandemic—and what developments could change both. Our Fixed Income CIO Sonal Desai shares her thoughts on the latest wave of survey findings, including the value of trusted advice in navigating financial and investment concerns.

DOL Fiduciary Rule Still in Limbo After Latest Court Ruling
Education

DOL Fiduciary Rule Still in Limbo After Latest Court Ruling

"Recent court activity appears to be creating more uncertainty around the future of the [DOL Fiduciary] rule than ever. Most financial institutions have adjusted business practices to mitigate litigation risk and moved to a model in which they are in compliance, so it would be far from simple to unravel what’s already been done.” - Dan O’Lear, Yaqub Ahmed, Drew Carrington and Michael Doshier