Economy & Markets
The important economic and stock market news that advisors need to know.
Business Roundtable Calls for National Privacy Law; Trims Economic Outlook
By Bernice NapachEighty percent of roundtable members said it was at least "somewhat" important for Congress to enact such a law.
March 20, 2019
Gary Shilling: A Recession Is Coming, and Maybe a Bear Market, TooThe recessionary indicators are numerous.
March 19, 2019
Jumpy Investors Continue to Flee Stocks: MerrillChina slowdown is global fund managers' top concern, Merrill survey finds.
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.