Australian Quality of Advice Review – Look to Medicine as a North Star

2022-10-10T14:21:14+00:00

We commented on Australia's Quality of Advice Review. The industry must adopt more modern client diagnostics, much as medicine has embraced modern patient diagnostics in the provision of 'good medicine.'

Australian Quality of Advice Review – Look to Medicine as a North Star2022-10-10T14:21:14+00:00

Fiduciary “Best Interest” Accounts for Plan Participants’ Risk Preferences – Shouldn’t It Also Justify ESG Preferences?

2022-01-10T23:25:08+00:00

Capital Preferences has posted a comment to the SEC regarding a proposed rule change that would allow pension plan operators include ESG funds in their fund lineups.

Fiduciary “Best Interest” Accounts for Plan Participants’ Risk Preferences – Shouldn’t It Also Justify ESG Preferences?2022-01-10T23:25:08+00:00