Economy & Markets
The important economic and stock market news that advisors need to know.
Senators Say Retirement Planning Is a Growing Priority
By Melanie WaddellToo many Americans make decisions by inaction, and they need investment advice, said Sen. Ben Cardin.
December 09, 2013
Lessons on Digital Disruption From Down UnderAn award-winning paper tells advisors how they can avoid being the slowpokes in a two-speed economy seeing a surge of investors flocking to online advice.
December 09, 2013
‘Secrets’ of Warren Buffett’s Success Revealed in New ResearchA new study calls Buffett's investment performance the best among all stock and mutual funds that have existed for at least three decades.
December 09, 2013
How to Stay Current on What You Need to Know as an AdvisorGo direct to the sources of the economic and market news you need to be an effective advisor by subscribing directly with these government entities.
December 09, 2013
FINRA Fines Oppenheimer & Co., Trader for Overcharging on Muni TradesOppenheimer, through its head trader, charged excessive markups on 89 transactions, FINRA says.
December 09, 2013
Debunking the 5 Top Myths Around Options StrategiesInterest in volatility-mitigating options strategies may be nothing more than a 10% correction away.
December 08, 2013
Tapering Worries Dampen Fund FlowsTapering concerns outweigh equity gains as investors pull out of U.S. equity funds; some flows positive for country funds, dividend-focused products.
December 06, 2013
Don’t Break Our Thriving 401(k) System, Groups Urge GovernmentWhartons Olivia Mitchell weighs in on a study by three benefits groups calling 401(k)s a success and telling tax reformers to stay away.