Economy & Markets
The important economic and stock market news that advisors need to know.
Beware the Bond Agg, the Most Popular Bond Fund Index: GMO
By Bernice NapachIt makes even less sense than ever in current market conditions, says GMO's Peter Chiappinelli.
October 28, 2019
Who's Doing Better, Who Isn't Ahead of 2020 ElectionAccording to a Bankrate survey, economic experts think most Americans should be better off financially now than in 2017, but most aren't.
October 28, 2019
Merrill Adds 40 Non-BofA Model PortfoliosThe products, from BlackRock, JPMorgan, Franklin Templeton and Natixis, include passive and active funds.
October 28, 2019
Annuities: Love 'em or Hate 'em, Here's What Advisors Should KnowRetirement experts Michael Finke, David Lau, Wade Pfau and David Blanchett weigh in.
October 28, 2019
Morningstar Teams With Millennium Trust on Mutual Funds: Portfolio ProductsAlso, TD Ameritrade adds ESG options to its 529 College Savings Plan.
October 25, 2019
FINRA Slaps RBC With $2.9M FineOver eight years, the firm failed to ensure that investors in ETFs, ETNs and mutual funds received prospectuses.
October 25, 2019
Top 10 Most Recession-Proof States for 2020The top states on this list have diverse economies and healthy emergency funds, according to FitSmallBusiness.
October 25, 2019
BNP Paribas Hit With $15M FINRA Fine for AML FailuresBNP's AML program did not include any surveillance targeting potential suspicious transactions involving penny stocks, FINRA says.