Economy & Markets
The important economic and stock market news that advisors need to know.
How to Measure Returns in Volatile Times
By Cliff Stanton, CFAKeeping an eye on the long game will help investors evaluate portfolios during volatile times.
April 29, 2018
How Active Managers Shine: Envestnet | PMC & Investment Advisor Asset Manager AwardsThis year's award winners will be announced and honored in May at the Envestnet Advisor Summit; winners also will be profiled in the July issue of Investment Advisor.
April 27, 2018
10 States With the Most Social Security RecipientsCutting Social Security payments could potentially have a greater impact on these state economies.
April 27, 2018
Best Firms for Self-Directed Investors: J.D. Power — 2018The research firm is now separating self-directed investors into two groups: pure do-it-yourselfers and those getting some advice.
April 27, 2018
State Street Calls on More Companies to Disclose Climate Change RisksIt has joined other institutional investors calling on Canadian companies to enhance their disclosures.
April 27, 2018
After Wage Data, Fed May Lean Toward 4 Rate Increases This YearFed Chairman Jerome Powell and his colleagues should hold policy steady at next week's meeting.
April 26, 2018
Morningstar Prepares to Launch Its Own FundsIn an amended filing with the SEC the mutual fund rating agency and portfolio strategist discloses the nine funds that will become the Morningstar Funds Trust.