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Richard Ferguson is president of CBC Mortgage Agency.

“People are just saying, ‘Why should I pay for an active manager when most of them lose to the benchmark anyway?’ This is a big deal,” an expert says.

Just as in the wake of the 2008 financial crisis, experts say there's rising interest in the products among advisors.

A rule designed to prevent simple deduction abuses brings significant complexity to planning.

David McGuire is the strategic accounts practice leader at Embark. He previously spent 14 years with EY in their audit and financial accounting advisory practices in both Dallas and Houston, as well as spending his last four years as the deputy CFO and chief accounting officer for a public specialty financial services company in Austin, Texas.

Managing Director, Wealth Management

While the central bank’s support may help keep credit flowing amid the coronavirus, “it doesn’t necessarily improve the outlook for bankruptcies.”

Director of Product, Snapdocs

Managing Director of the Digital Mortgage Advisory Group, Falcon Capital Advisors

David Ehrich is co-founder and executive director of AIR, the Alliance for Innovative Regulation.