Economy & Markets
The important economic and stock market news that advisors need to know.
Cloud Storage Helps FINRA Process 'Unprecedented' Amount of Market Activity
By Melanie Waddell"Our staff has access to petabytes of data in seconds or minutes," FINRA's tech chief says.
July 11, 2018
Tax Overhaul Gave Clients With Irrevocable Life Trusts Work to DoHere are 5 ways that ILIT users can respond to the changes.
July 11, 2018
Bond Giants Bet $100 Billion on Growth. It Hasn't Paid OffThe luminaries of high finance have staked more than $100 billion in one of the boldest bond bets of the post-crisis era: That a global economy firing…
July 11, 2018
The Strange Marriage Between Stock Prices and Recessions: Recessionomics, Pt. 3In this third part on recessions, I will look closely at how stock prices react prior to, and during, a recession, as well as the role GDP plays in stock performance.
July 11, 2018
Can Tech and Oil Stocks Continue to Outperform?Up until Wednesday it looked as if these sectors would continue to advance in the second half as they did in the first; then the White House threatened more tariffs against China.
July 11, 2018
RIAs Using Robos to Take On Big CompetitorsJulie Cooling of RIA Database talks to ThinkAdvisor about RIA trends and why the disclosure system is "baloney."
July 11, 2018
AUM Tracking Survey Posts First Drop Since 2015An SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
July 11, 2018
Using Wine to Get Your Point Across to Wealthy ProspectsNo, I'm not saying to get them drunk.