Economy & Markets
The important economic and stock market news that advisors need to know.
Morningstar's June Winners & Losers
By Emily ZulzMorningstar assigned new ratings to seven funds and upgraded ratings for 10 funds.
July 13, 2018
Cloud Storage Helps FINRA Process 'Unprecedented' Amount of Market Activity"Our staff has access to petabytes of data in seconds or minutes," FINRA's tech chief says.
July 12, 2018
Morningstar Launches Its Own Funds for AdvisorsThe SEC registration for the Morningstar Funds Trust is now effective, allowing Morningstar to begin converting its Morningstar Managed Portfolio assets to Morningstar Funds.
July 12, 2018
'Solid' Results Expected From Large Financial Firms in Q2The geopolitical environment is risky but the banks' fundamentals are strong, analysts say.
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.