Economy & Markets
The important economic and stock market news that advisors need to know.
Reformed Broker on New Ritholtz Firm: Our Blogging Is Research
By Gil WeinreichTwo of the most hypercaffeinated financial commentators plan to keep on blogging even as they staff up with CFPs for more intimate client involvement.
September 16, 2013
What I Learned From Investigating a Prospective Client’s AnnuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities. Turns out that actuaries are pretty bright people.
September 16, 2013
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins ItThe professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
September 13, 2013
Americans Really Don’t Like Wall Street: PollWall Street scores the lowest rating of any person or institution included in an NBC News/Wall Street Journal poll.
September 13, 2013
Paulson: Ben Bernanke a ‘Hero’Former Treasury secretary regrets not being able to better communicate the need for a Wall Street rescue.
September 13, 2013
PIMCO’s El-Erian Asks: What’s Happening to Bonds and Why?It's a question every fixed-income investor is asking these days, but Mohamed El-Erian has come up with some solid observations, answers and investment ideas.
September 11, 2013
House debates exchange verification billBefore exchanges could award subsidies, a certified system would have to check consumers' income.
September 11, 2013
House debates exchange verification billBefore exchanges could award subsidies, a certified system would have to check consumers' income.