Economy & Markets
The important economic and stock market news that advisors need to know.
Adjust Portfolios Now for Future Volatility: Wells Fargo
By Bernice NapachWells Fargo Investment Institute recommends "eyes forward" in its midyear outlook.
June 17, 2019
Opportunity Zone Reporting: Recommendations From an Investors GroupA coalition of nearly 70 organizations responds to Treasury's request for information.
June 17, 2019
ESG Considerations Taking Root Faster Than ExpectedA global survey of fund managers shows almost 80% consider ESG factors to be material in their daily investment activities.
June 17, 2019
Fidelity Expands Model Portfolios: Portfolio ProductsAlso, a consortium of firms has launched a packaged retirement program for advisors and plan sponsors.
June 14, 2019
Backlash From ETF Traders Grows Over Push for Bond Reporting LagThey oppose a FINRA pilot program that would extend bond dealers' reporting time for large corporate bond transactions.
June 14, 2019
This Is the Longest Economic Expansion in US History: The Effect on StocksWhile the length of this expansion is remarkable, does it hold any significance for stocks?
June 14, 2019
Mass Affluent Say Their Financial Behavior Would Make Their Parents ProudA Merrill Edge survey found many had made positive changes recently but could still use professional help.
June 14, 2019
IRS Redesign Bill Poised to Arrive on Trump's DeskThe newly passed version of the Taxpayer First Act dropped a provision barring the IRS from creating free tax-prep software.