Economy & Markets
The important economic and stock market news that advisors need to know.
Morningstar Names Outstanding Portfolio Manager
By Ginger SzalaOther winners for Best Stewardship and Rising Talent named as well.
May 09, 2019
Buffett's 'Ridiculously Cheap' Call Echoes in Loopy StocksSo-called Fed Model shows equities appealing relative to bonds; stocks fluctuate after worst period since start of the year.
May 09, 2019
Data Privacy Drives Big Wedge in Advisor-Client RelationshipMorningstar CEO Kunal Kapoor highlighted some of these differences at the firm's annual conference.
May 09, 2019
10 Barriers to Retirement PreparednessPlan sponsors and retirement advisors are likely aware of at least some of these—with the former perhaps being responsible for some.
May 08, 2019
GMO's Inker: 'Stop Worrying About Your Portfolio'In a new quarterly letter to GMO's clients, Ben Inker explains why investors shouldn't focus solely on performance.
May 07, 2019
Significant Volatility in Q4 'Whipsawed' Corporate DB Plans: CerulliThe CIOs of mid-sized corporate DB plans told Cerulli that their companies cannot stomach such volatility again.
May 07, 2019
Gundlach Sees 50%-Plus Chance of Higher China TariffsU.S. deficits and debt are 'out of control,' he says; DoubleLine's money manager says U.S. economy is 'rudderless.'
May 07, 2019
5 Questions to Ask About an FIA Income BenefitHere's a strategy for helping your client get a good fit.