Economy & Markets
The important economic and stock market news that advisors need to know.
Modern Portfolio Theory Gives False Confidence, Longtime Advisor Says
By Jane Wollman RusoffFormer money manager and popular podcaster J. David Stein tells ThinkAdvisor he prefers an approach he likens to gardening.
December 11, 2019
SEC Gives 4 Firms Final Approval for Nontransparent ETFsThe firms are T. Rowe Price, Fidelity, Natixis and Blue Tractor.
December 11, 2019
Fed Leaves Rates Unchanged; Forecasts Show No Change in 2020The FOMC repeated in its statement that economic activity has been rising at a "moderate'' rate with "solid'' job gains.
December 11, 2019
10 Most Searched Financial Topics of 2019: InvestopediaThe financial information site revealed what its 22 million monthly readers were most curious about.
December 10, 2019
CPA Execs Tighten Forecasts for Profit, Revenue Growth in Q4But their optimism on the U.S. economy ticked up slightly as trade-war fears eased, AICPA reported.
December 10, 2019
Morningstar Launches a New Framework to Analyze Equity FundsIt goes way beyond the Style Box, which was limited to the market cap and growth or value style of fund holdings.
December 10, 2019
Wells Fargo Kills Commissions for DIY InvestorsThe move to zero follows the industry trend started by Charles Schwab in early October.
December 09, 2019
TD Ameritrade Looks at Retail Investors, Sees Positive SignsIts index of investor activity hit a high for the year, though it's still low by historical standards.