Economy & Markets
The important economic and stock market news that advisors need to know.
Goldman, Morgan Stanley Strategists See Risk of Further Stock Market Pullback
By Nikos ChrysolorasThe S&P 500 could drop 10% from Friday 's close to 4,000 if real U.S. treasury yields rise by 60 basis points to 0%, one analyst says.
January 28, 2022
Low Rates Still Pushing Annuity Buyers Toward Variable ProductsThe Fed might be ready to raise interest rates, but annuity issuers aren't feeling it.
January 28, 2022
Beware of VIX ETFs and ETNsThe volatility focused products have "effectively destroyed $12.4 billion in capital" in the last 12 years, Morningstar's Ben Johnson says.
January 28, 2022
Wall Street Briefed by Biden Team on Possible Russia SanctionsLeaders of Citi, BofA, JPMorgan, Goldman and other banks were informed about moves to target Moscow's ability to convert currency.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 27, 2022
How 10 Advisors Are Handling Market Volatility Now: Advisors' AdviceHere's what advisors are saying and doing to calm clients' fears and keep their portfolios on track.
January 27, 2022
Managed Assets Grew 11% in 2020: CerulliRIA assets had the fastest growth among retail intermediaries, the research firm reported.
January 27, 2022
3 Things Advisors Overlook When Reviewing Clients' Life Insurance PoliciesWhen working with a client or prospect, advisors must have current and complete information on their financial holdings.