Economy & Markets
The important economic and stock market news that advisors need to know.
Putting Past Performance of Active Mutual Funds in Perspective
By Bernice NapachS&P Dow Jones Indices' persistence scorecard shows few mutual funds can sustain top performance.
July 06, 2020
Lazard Adds U.S. Sustainable Equity Portfolio: Portfolio ProductsAlso, Franklin Templeton model portfolios join the Envestnet platform.
July 02, 2020
JPMorgan's Kelly: Welcome to the 'Back Roads of the Economy'Recovery is starting quickly as states reopen, but the journey gets bumpier from here, Kelly and fellow strategist David Lebovitz warn.
July 02, 2020
DFA Joins ETF Party, but Is It Too Late?According to Morningstar, DFA's fund outflows over the past 12 months topped $19.5 billion on May 31.
July 02, 2020
There's Still a Gaping Hole in the EconomyAdd up the numbers from June's jobs report and they remain miles from the pre-pandemic normal.
July 02, 2020
Active Funds' Ability to Beat Passive in Downturns 'Is a Myth': Morningstar"People want to believe," says Ben Johnson, Morningstar's director of global ETF research.
July 02, 2020
How Optimistic Should We Be on U.S. Economy?Former Trump advisor Gary Cohn is cautiously optimistic. Private equity exec Glenn Hutchins, less so.
July 02, 2020
Brokers Holding Off on the Leap to Independence: TD AmeritradeWhile the pandemic has slowed independence moves, the motivations to transition remain strong, TD Ameritrade Institutional reports.