8th Circuit Sides with Defense in Stock Drop Appeal

The affirmation once again shows how influential has been the Supreme Court’s 2014 decision known as Fifth Third v. Dudenhoeffer. It also presents an interpretation of how Fifth Third interacts with another significant SCOTUS decision known as Tibble v. Edison.

INSIDE THE MAGAZINE PLANADVISER May/June 2019

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An Important Point About Form CRS and SEC’s Reg BI

Under the SEC’s final regulations, Form CRS requires less prescribed wording relative to the proposed version, meaning firms may generally use their own wording to address required topics and will have more flexibility to provide information to investors.

Retirement Industry People Moves

Retirement Industry People Moves

John Hancock Investment Management Adds Managing Director; Willis Towers Watson Promotes Team Heads; Custodia Financial Appoints Brad Campbell to Strategic Advisory Council; and more.

All Age Groups Display Economic Irrationality

A new academic paper published by the TIAA Institute shows little difference in behavior among undergraduate students, young adults, middle-aged people and older subjects when it comes to rationally navigating uncertain conditions.  

Investment Product and Service Launches

Investment Product and Service Launches

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management businesses; and more.