Economy & Markets
The important economic and stock market news that advisors need to know.
DFA Announces Second Leadership Shakeup This Year
By Bernice NapachCo-CEO Eduardo Repetto is leaving; current co-CIO Gerard O'Reilly will replaces him in September.
August 16, 2017
A Portrait of the Student Loan Borrower: Older, Deeper in Debt, More Likely DelinquentThe student loan debt crisis is worsening in ways that go well beyond the size of the debt, the CFPB reports.
August 16, 2017
Cash Levels Remain ‘Stubbornly High’ in August Merrill SurveyInvestors corporate profit expectations hit the lowest level since November 2015.
August 16, 2017
Just Say No to the S&P 500, GMO Warns InvestorsGMO's James Montier and Matt Kadnar make the case for international and emerging market stocks over the U.S.
August 16, 2017
10 Great Opening Lines From Top ProducersElite producers share the best conversation-starting questions they use with prospects.
August 15, 2017
Solving the Issues Caused by Target Date FundsTDFs make life easier for plan participants but can cause headaches for the fiduciary who is tasked with analyzing the different offerings.
August 14, 2017
Understanding Deferred Variable Annuities’ Two PhasesProper handling of the two phases accumulation and distribution is essential for maximizing a deferred VAs impact.
August 14, 2017
Strong Corporate Profits to ‘Gather Momentum’ in Second HalfEconomic growth will be driven by strong profits and pro-growth moves in Washington, BofA's Chris Hyzy says.