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efta-efta01425535DOJ Data Set 10CorrespondenceEFTA Document EFTA01425535
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Subject: FA News: CFP Board Considers Postponing Enforcement Of Fiduciary
Code
From: Financial Advisor Magazine
Date: Wed, 10 Jul 2019 09:39:38 -0400
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July 10, 2019
CFP Board Considers Postponing Enforcement Of Fiduciary Code
The new standards could impact thousands of CFPs at broker-dealers and
hybrid firms.
The 10 Best States For Your Summer Road Trips
More than $761 billion is spent on leisure travel every year.
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Why Clients Should Discuss Their DAF Accounts With Their Successor Advisors
About 75 percent of successor advisors were surprised by their
responsibilities to donor-advised fund accounts.
Schwab Grows Its Commission-Free ETF Lineup
Schwab now allows investors to trade 539 ETFs commission free.
Tax Reform Toughens Home-Office Deduction For Wealthy Clients
High-net-worth clients will have a harder time claiming the home-office
deduction under the new law.
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Hedge Funds Post Best First Half In Decade
Hedge fund managers were buoyed by a strong first half for U.S. equities.
The Masses Are Drawn Toward Funds Chasing Real Estate Tax Breaks
Wealthy investors are attracted by the tax breaks offered by qualified
opportunity zone funds.
Not All Gold Bugs Wear Tinfoil Hats
There's a rational argument for holding gold, despite its reputation as a
refuge for doomsayers.
If You Flew Epstein's 'Lolita Express' Private Jet—The Feds Want To Talk To
You
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Passengers on the fund manager's jet include politicians, business leaders
and celebrities.
Sovereign Wealth Funds Love Bonds Now. But Why?
For the first time since 2015, sovereign wealth funds owned more fixed-
income assets than equities.
Dorothy Hinchcliff
Executive Editor, FA Online
Sandra Croce
r — Digital
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EFTA01425539
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