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Charles Tomlinson

Charles Tomlinson edits SmartBrief newsletters on insurance, finance and legal matters. He served previously as a newspaper editor in South Carolina.

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Economists discuss outlook for global economy's recovery
Economists discuss outlook for global economy's recovery

The global economy is experiencing a better-than-expected rebound, but policymakers' actions will play a large role in the longer-term recovery, said economists at the SIFMA Annual Meeting.

Pandemic accelerates cloud, analytics, digital channel trends for advisers
Pandemic accelerates cloud, analytics, digital channel trends for advisers

Wealth management firms are seeing accelerated trends in cloud adoption, digital channels and analytics, panelists said during SIFMA's Annual Meeting.

Morgan Stanley, JPMorgan execs discuss diversity efforts
Morgan Stanley, JPMorgan execs discuss diversity efforts

The CEOs of Morgan Stanley and J.P. Morgan U.S. Wealth Management discussed their companies' efforts to address diversity and inclusion as well as the racial wealth gap during SIFMA's Annual Meeting.

Rules, taxonomies for sustainable investing shouldn’t be too burdensome, experts say
Rules, taxonomies for sustainable investing shouldn’t be too burdensome, experts say

Establishing objective criteria for what constitutes a sustainable investment should involve flexibility and steer clear of overly burdensome rules, said panelists on at the SIFMA Annual Meeting.

Additional Opportunity Zone rules will give investors more clarity, lawmaker says
Additional Opportunity Zone rules will give investors more clarity, lawmaker says

Work on additional rules around qualified Opportunity Zone funds is aimed at providing greater regulatory clarity to encourage further investment, Sen. Tim Scott, R-S.C., said at the 2019 SIFMA Annual Meeting.

Schwab IMPACT speaker examines how advisors can communicate effectively
Schwab IMPACT speaker examines how advisors can communicate effectively

Financial advisors must fight misinformation and distraction and practice effective communication to keep clients on a positive path, said an expert at Schwab IMPACT 2019.

Schwab IMPACT panel: China offers expanding investment opportunities
Schwab IMPACT panel: China offers expanding investment opportunities

China is presenting more avenues for investment as consumer services drives its economy, according to a Schwab IMPACT panel.

Schwab IMPACT speakers: Fixed income having strong year, will remain key in diversification
Schwab IMPACT speakers: Fixed income having strong year, will remain key in diversification

Fixed income has seen strong demand, and investors should maintain bonds as a crucial part of their portfolios in the years ahead, experts at Schwab IMPACT said.

Objectives-based investing can involve a vast array of products and great responsibility for advisors, an expert panel said at BNY Mellon Pershing INSITE 2019.

Investors need to ensure they have the right fixed-income allocations as yields are struggling, experts said at BNY Mellon Pershing INSITE 2019.

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