Economy & Markets
The important economic and stock market news that advisors need to know.
Data Privacy Drives Big Wedge in Advisor-Client Relationship
By Bernice NapachMorningstar CEO Kunal Kapoor highlighted some of these differences at the firm's annual conference.
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.
May 07, 2019
Citi Bringing Credit Card Perks Like Miles to Bank AccountsCitigroup will begin tying card rewards to checking accounts; bank hasn't kept pace with rivals in competition for deposits.
May 07, 2019
Who Is the Top Portfolio Manager? Morningstar to Name Choice at ConferenceThe winner will be announced from the five finalists on May 9 at the Morningstar Investment Conference in Chicago.
May 07, 2019
Global Investors More Optimistic but Holding Lots of CashThe latest UBS Investor Sentiment survey also found that global investors were less bullish on U.S. markets than other regions.
May 06, 2019
Morningstar Launches a Single Platform for Multiple Model PortfoliosThe marketplace allows advisors to research third-party investment models on one integrated platform.