Economy & Markets
The important economic and stock market news that advisors need to know.
The One Big Question Ric Edelman Is Hearing Now
By Jane Wollman RusoffHe tells ThinkAdvisor how he answers that question and weighs in on rollovers, Reg BI and the proliferation of advisor podcasts.
July 22, 2020
Advisor M&As on Track to Meet or Exceed 2019 Total: DeVoeThat's despite the fact that Q2 was the slowest quarter in almost two years, according to the Capital Group/DeVoe RIA Deal Book.
July 21, 2020
Hightower's Stephanie Link: Work Hard and Don't Burn BridgesThe RIA's new chief investment strategist, a CNBC regular, tells ThinkAdvisor about working her way up from the Dean Witter trading floor.
July 21, 2020
5 Things Congress' Own Retirement Analysts Are Saying About AnnuitiesOne of the CRS analysts' ideas: Make retirement plan participants decide about annuitization early.
July 21, 2020
Judy Shelton Moves a Big Step Closer to Joining Fed BoardA Senate Banking panel voted in favor of the economist, who has questioned the Fed's authority.
July 21, 2020
UBS to Pay Over $10M for Muni ViolationsThe firm circumvented the priority given to retail investors in certain municipal bond offerings, SEC claims.
July 21, 2020
Biden's $775B 'Caring Economy' Plan to Be Funded by Real Estate TaxesThe Democratic program would bolster care for children and seniors, and it would target "like-kind" real estate exchanges.
July 20, 2020
Pershing Taps Former Goldman Sachs Exec as COOEmily Schlosser replaces Jim Crowley as compliance chief a year after the former CCO was tapped to lead the BNY Mellon business.