Economy & Markets
The important economic and stock market news that advisors need to know.
Brace for More SEC Muni Advisor Antifraud Actions
By Nicolas MorganSEC hasn't taken enforcement action against a municipal advisor in over a year, but that situation could change very soon.
August 05, 2020
Peter Mallouk Tells 'The Mooch' Why Private Equity Loves RIAsThe Creative Planning CEO talked to SkyBridge Capital's Anthony Scaramucci about the outlook for indie advisors and reacting to the pandemic.
August 05, 2020
Advising Doctors and Dentists: 6 Things Advisors Should KnowNorthwestern Mutual polled advisors about the needs and priorities of these high-earning clients.
August 05, 2020
Sen. McConnell Sends Mixed Signals on $600 Jobless PaymentsHe called a full extension "unfair" and "bad economics" Wednesday after signaling Tuesday that he might accept that provision.
August 04, 2020
Older Americans Coping Better With Pandemic Than Younger Ones: Age WaveOlder people "show more resilience and emotional intelligence and fortitude than any other generation," Age Wave's Ken Dychtwald says.
August 04, 2020
13 Best & Worst Broker-Dealers: Q2 Earnings, 2020The wirehouses, with parent firms increasing loan-loss provisions, have close to 53,000 total advisors and $8.4 trillion of assets.
August 04, 2020
Trump Executive Order Threats Could Spur Stimulus Deal: ValliereLawmakers could reach a deal by Friday, strategist Greg Valliere says.
August 03, 2020
Schwab Creates Program to Boost Employee Giving: Coronavirus Aid RoundupWells Fargo, Prudential and Comerica are among other companies offering COVID-19 relief.