Economy & Markets
The important economic and stock market news that advisors need to know.
Brightman, Ferri Slug It Out Over Smart Beta
By Gil WeinreichIs smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
June 19, 2014
3 Top Managers on Their Biggest Mistakes and How They Pick Great StocksChris Davis, Will Danoff and Dennis Lynch admit their mistakes and discuss how they size up the managers of firms they're pondering for their portfolios.
June 19, 2014
5 annuity strategies with high client appealAnnuities are one of the most flexible products for helping clients successfully meet their financial objectives. Here are five useful strategies advisors can use.
June 19, 2014
5 annuity strategies with high client appealAnnuities are one of the most flexible products for helping clients successfully meet their financial objectives. Here are five useful strategies advisors can use.
June 18, 2014
Fed Says Economy Rebounding as It Trims Bond PurchasesThe FOMC trimmed bond-buying by $10 billion for a fifth straight meeting, to $35 billion, staying on pace to end the program late this year.
June 18, 2014
10 Best Mobile Apps for Financial Advisors: 2014Theres a morass of apps available, but as a financial advisor, which are best for your business? Here are 10 that are worth your time.
June 18, 2014
Financial Advisors Too Focused on FinanceMorningstar research suggests that investments often the be-all and end-all for advisors take on a humbler profile when clients' portfolios are considered holistically.
June 17, 2014
Retirees Suffer as 401(k) Rollover Boom Enriches BrokersA three-month Bloomberg investigation found that former employees at major companies say sales reps lured them into rolling their 401(k)s into unsuitable investments.