Skip to Content
Quarter-End Insights

Financial Services: Weighing the Strategic Tradeoffs of the Fiduciary Rule

The global financial sector is in the midst of financial advice moving toward a fiduciary-like standard and fees becoming more transparent.

Mentioned: , , , , , , , , ,
  • The financial services sector is slightly overvalued, trading at a 5% premium to our fair value estimates.
  • The move toward increased fiduciary standards across the globe continues on a bumpy road.
  • Australia's economic outlook is brighter following the better-than-expected fourth-quarter 2016 national accounts.

Michael Wong does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.