Economy & Markets
The important economic and stock market news that advisors need to know.
Kleintop, Sonders, Valliere Offer Sobering Outlook for Stocks and Economy
By Bernice NapachAt Schwab Impact, the three strategists all explained reasons to be wary beyond the very near term.
October 26, 2018
Tax-Advantaged Opportunity Zone Funds Are Coming to MarketIn addition to tax benefits for investors, the funds offer potentially positive impacts on low-income communities.
October 26, 2018
4 Years After Its Acquisition, How Is Nuveen Doing?Since TIAA acquired the asset manager, Nuveen has made a number of changes.
October 26, 2018
Wall Street Giants Fight Over Who Helps Small Investors MostFirst discussion from SEC roundtable brings fireworks from both sides.
October 25, 2018
What to Do When Everything Seems to Be Falling ApartWhen the market is cratering and no one knows why, what do you tell your clients?
October 25, 2018
Top 10 Least Tax-Friendly States in US: 2018From property to inheritance to booze, there's no shortage of opportunities for states to levy taxes, Kiplinger reports.
October 25, 2018
Do You Know the Changes in Stock Sector Classifications?Some massive shifts took place in late September re-categorizing big-name stocks — and ETFs — which most likely will affect client portfolios.
October 25, 2018
BlackRock Bets Big on ESG InvestingThe world's largest asset manager has introduced a core ESG ETF portfolio, new ESG funds and more extensive disclosures on ESG metrics.