Economy & Markets
The important economic and stock market news that advisors need to know.
What's Firing Up Wall Street's $300B Custom-Index Boom?
By Claire BallentineThe real selling point for direct indexing could be the ability to remove companies from a portfolio's exposure rather than add them.
November 25, 2020
How to Convince Clients That Downturns Are OpportunitiesWhen markets turn volatile, it's "natural" for investors to get nervous, but research shows advisors can help them adjust in beneficial ways.
November 25, 2020
12 Best States for the Middle ClassSmartAsset rates the states on factors such as homeownership, job growth and income levels.
November 25, 2020
What 5 Past Economic Shocks Mean for the Post-COVID WorldMorningstar analyst looks at how habits evolve and can lead to lasting changes in consumer behavior.
November 25, 2020
How Biden's Team Could Support Sustainable InvestingTwo senior Morningstar researchers discuss the likelihood that the next administration will reverse some of Trump's regulatory policies.
November 24, 2020
Ellevest Gets $7.5M Investment From Allianz LifeFunds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.
November 24, 2020
BNY Mellon Trust Indicator Posts 4.9% Return in Q3Robust equity markets drive positive performance for all plan types in the U.S. Master Trust Universe during the quarter.
November 24, 2020
U.S. Economic Recovery Fades as Infections Rise: Moody's AnalyticsThe recovery is at risk "if policymakers are not able or willing to produce additional timely monetary and fiscal support," says Chief Economist Mark Zandi.