Economy & Markets
The important economic and stock market news that advisors need to know.
Women in WealthTech: Neesha Hathi of Charles Schwab
By Janet LevauxThe Executive Vice President and Chief Digital Officer shares her views on everything from what keeps her up at night to her favorite apps.
January 30, 2019
To Meet SEC's N-Port Rule, Overbond Marks Bond Prices, Liquidity LevelsOverbond's COBI platform uses deep data to monitor and report funds' fixed income holdings.
January 30, 2019
Fed Adopts Patient Rate Stance and Balance-Sheet FlexibilityStocks and bonds gained after the Fed's announced its policy pivot toward accommodation.
January 29, 2019
Reinsurer Kicks Off Life and Annuity Earnings SeasonConcerns about credit quality pinched net income.
January 29, 2019
8 Phone Calls to Make During Market UncertaintyClients want to see that you're acting, not reacting.
January 29, 2019
Best & Worst Cities for Student Loan RepaymentMost of the areas with the highest delinquency rates are in the South; those with the lowest are in the West and Northeast.
January 29, 2019
Fixed Income Is Big Gainer as Investors Seek Safety: CerulliCerulli's look at investment flows for 2018 shows some duck-and-cover into fixed income for 2019.
January 29, 2019
SEC Hires Kimmel to Oversee CAT ImplementationShe will coordinate the SEC's oversight of the self-regulatory organizations' creation and implementation of the Consolidated Audit Trail.