Economy & Markets
The important economic and stock market news that advisors need to know.
What Does 'Moderate Risk' Mean? Depends on Where You Live
By Emily ZulzNatixis' annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
February 07, 2019
A Sustainable Robo-Advisor That Wants to Redefine Corporate SuccessNewday favors companies that value employees and suppliers as much as their shareholders.
February 07, 2019
BB&T Buying SunTrust in Biggest Bank Merger of the DecadeCombination will create sixth-largest U.S. bank by assets; shareholders of BB&T will own 57% of the combined company.
February 07, 2019
JPMorgan Thrust Into Middle of Venezuela's Debt DisputeTrading in Venezuela's defaulted debt has grounded to a halt, a development that typically would prompt JPMorgan to yank the notes from its indexes.
February 06, 2019
5 Asset Management Predictions for the Next 7 YearsA new survey asked global asset managers about their expectations for financial performance and well-being across the sector.
February 06, 2019
US Banks Saved $21B in Taxes Last Year Due to Tax OverhaulDespite the savings, banks cut staff and reduced lending.
February 06, 2019
Aging Population Could Cut U.S. 2096 Output 39%: EconomistsOlder people could leave the workforce — and pull their caregivers with them...
February 05, 2019
401(k) Millionaires Club Got Smaller Last YearFor those who thought markets only go up, 2018 was an unwelcome surprise.