Essential estate planning items are generally agnostic to the ebbs and flows of the national economy, while sophisticated, proactive planning can certainly be affected by economic factors. Sean Link looks at developments for both.
The IAA comments on the SEC’s Request for Comment regarding whether index providers, model portfolio providers, and pricing services (Information Providers) are acting as investment advisers.
Requirements for public pension plan investments have expanded. Managers must consider compliance challenges before a plan invests and before the first interaction with a plan.
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