Economy & Markets
The important economic and stock market news that advisors need to know.
UBS Exec: Q1 'One of the Worst' in Recent History
By Patrick Winters, Donal Griffin and Jan-Henrik FörsterGlobal wealth management revenue is down about 9 percent from a year ago, Ermotti said, with the gap narrowing as the quarter proceeded.
March 19, 2019
Advisors' Advice: 11 Financial Mistakes Retirees MakeWe asked advisors about their retiring clients' biggest blunders.
March 18, 2019
Top 10 Tax Facts for 529 Savings Plans in 2019Many clients are somewhat confused by 529 plans, and Trump's tax reform law added to that confusion.
March 18, 2019
Betterment for Advisors Integrates With Redtail, Wealthbox: Portfolio ProductsAlso, J.P. Morgan Asset Management launched two new ETFs.
March 18, 2019
3 Topics to Discuss With Your HNW Clients in 2019For one thing, many high-net-worth retirees aren't spending enough money.
March 18, 2019
Passive Market Share to Overtake Active in 2 Years: Moody'sDespite market volatility late last year that should have created more opportunities for active managers, passive flows did not decline.
March 18, 2019
Fed Rate Hike Cycle to End After One More Increase: SurveyBut none of the 32 economists surveyed by Bloomberg expect a hike when the Fed meets this week.
March 14, 2019
Private Debt Moves From Periphery to Prominence in Investor PortfoliosSEI study finds opportunities and challenges for investors and managers.