Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024
Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.
Tag: Investment analytics
Doll Scores 50/50 on 2023 Predictions
The market prognosticator said the predictions for 2023 were among his ‘worst years,’ after a widely predicted recession did not...
Doll Forecasts A ‘Shallow’ Recession in 2023
Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to...
Market Nostradamus Doll Goes 7.5 for 10 in 2022 Predictions
The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.
Experts Offer Economic, Inflation Insights as Fed Wraps Key Meeting
There are some encouraging signs to suggest inflation may be slowing, but experts warn investors may get ahead of themselves...
Is the Qualified Professional Asset Manager Exemption in Jeopardy?
One expert attorney says that while a recent regulatory proposal issued by the DOL seems sensible, as it seeks to...
2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts
Sources say managed account programs are poised for continued growth, especially as more firms have announced plans to make them...
Retirement Income Evolution
Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it...
What 2 Supportive Commenters Say About SEC’s Climate Regulations
The Consumer Federation of America and the Investment Adviser Association have different goals and objectives, but both organizations voice support...
In Many Ways, ESG Is Nothing New
While often spoken about as a new or emerging phenomenon, the practice of building portfolios that address environmental, social and...
How ESG Investing Is Regulated Globally: Rules vs. Principles
A major new report published by ISS ESG suggests regulation remains a major driver of the growth of responsible investment...
Investing in a ‘Circular Economy’
A new report suggests investors should seek to better understand the concept of ‘resource intensity’ and pursue opportunities to reduce...
Facing Criticism for ESG Rules, SEC Unlikely to Back Down
Attorneys who track financial regulations say SEC Chair Gary Gensler has no qualms about pushing forward big, ambitious proposals, even...
Fixed Annuity Products Lead Annuity Sales
Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.
Welcome to the Rising Rate Environment
In the face of sustained inflation and the Federal Reserve’s push to boost interest rates, asset managers and advisers are...
Taking Stock of the SEC’s Ambitious Climate Agenda
Now that the financial services industry has had some time to digest the 500-plus pages of proposed rulemaking text, compliance experts are offering insight about exactly what the...
Little-Known Risk Threatens Baby Boomers Golden Years
Though their solutions and strategies vary, advisers agree that sequence of returns risk can devastate a retirement portfolio.
Automated Client Service and the Future of Advice
The emerging question of the day is how to combine human advice with digital technologies that make the basics of...
All CITs Are Not Created Equal From the Fiduciary Perspective
The burgeoning collective investment trust marketplace is creating new opportunities for retirement plan investors and trust companies alike—as well as new due diligence requirements for fiduciaries.
Investment Product and Service Launches
Pershing and Pacific Life make fee-only annuities available to RIAs; ISS ESG launches labels and standards solutions; Xtrackers by DWS...