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Investments

1Q17 CIO Commentary

1Q17 CIO Commentary

In this quarter's CIO commentary, we review the impact of Trump's first months in office on the investment markets, comment on Europe's many economic challenges, and discuss a new developed equity market investment in AlphaGlider strategies.

Bull in a China Shop

Bull in a China Shop

Fiduciary Rule or not, the commission-based business model of broker-dealers is under pressure. Today the Wall Street Journal reports that Merrill Lynch is moving away from commissions and lowering its maximum advisory fee by 18.5% for the 20% of its advisory clients which have sub-$1 million accounts. But at 2.2% of assets, Merrill Lynch's maximum advisory fee is still extremely high.