MOST VIEWED FUNDS FROM LAST WEEK
- Short Duration Income Fund
- Equity Income Fund
- Diversified Income Trust
- Dynamic Asset Allocation Growth Fund
- Growth Opportunities Fund
86% of advisors say that social media helped them gain new clients
Headlines you need to know this week — August 14, 2018
More investors focus on ESG A recent survey found that 43% of investors consider environmental, social, and governance (ESG) factors when making investment decisions. The focus on ESG is up from 37% in 2017. At the same time, 54% of those surveyed said they did not use ESG criteria, while 3% were unsure.
Many Millennials take retirement savings to buy a house Many Millennials are using retirement savings to buy a house. A recent survey of some 600 individuals found that 19% of Millennials planning to buy a home expect to use money from retirement savings. Another 29% of those who already own a home report having borrowed or withdrawn from an individual retirement account or 401(k).
Thousands comment on SEC best interest proposal Last week marked the final day for the public comment period on a new “best interest” regulation proposed by the Securities and Exchange Commission (SEC). The rule would require that financial advisors act in the best interest of their clients when making investment recommendations. Nearly 4,000 comments were submitted. Once the comments are reviewed, SEC staff will make a recommendation to the commissioners on next steps.
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