| Navigating Fiduciary Uncertainty |
| Even for firms that decide to maintain their old business models and rely instead on the Best Interest Contract exemption, technical compliance does not ensure client satisfaction.
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| Plan Sponsor Scrutiny Elevates Adviser Businesses |
| The new fiduciary rule will motivate sponsors to take a harder look at the offerings and performance of service providers—including recordkeepers, investment managers and advisers.
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| Pricing Pressure Mounts On U.S. Advisory Industry |
| Data from Cerulli Associates shows a bright future for fee-based advisory arrangements—but individual advisory firms may struggle to maintain profitability.
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| Institutional Investors Have Many Investing Changes Planned |
| “With 2017 just around the corner, the asset allocation outlook for global institutional investors appears to be driven largely by the local economic realities and political uncertainties in which they’re operating,” suggests Scott Couto, president, Fidelity Institutional Asset Management. “The U.S. is likely to see its first rate hike in 12 months, which helps to explain why many in the country are hitting the pause button when it comes to changing their asset allocation.”
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