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.'
Patrick Spenner2022-10-10T14:21:14+00:00Australian Quality of Advice Review – Look to Medicine as a North StarPatrick Spenner2022-10-10T14:21:14+00:00
Fiduciary “Best Interest” Accounts for Plan Participants’ Risk Preferences – Shouldn’t It Also Justify ESG Preferences?Patrick Spenner2022-01-10T23:25:08+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.