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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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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 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.

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.

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.

Registered investment advisor firms need to consider a range of factors before pursuing merger-and-acquisition deals, experts said at BNY Mellon Pershing INSITE 2019.

The original goals of the Dodd-Frank Act have largely been met, but some barriers to participation remain, experts said at FIA Boca 2019.

Regulators from around the world gathered at FIA Boca 2019 to discuss the emerging technology-related challenges they’re facing.

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