Economy & Markets
The important economic and stock market news that advisors need to know.
Your Portfolio May Be Less ‘International’ Than You Think
By Emily ZulzHome bias is rampant in advisors' portfolios, even when they think they are globally diversified, Janus Henderson says.
September 18, 2017
UBS Launches Products Tied to UN Development Goals: Portfolio ProductsFour new mission-driven issuers join the ImpactUs Marketplace, while SummerHaven launches a liquid private equity index.
September 17, 2017
New S&P Index to Hedge Against Rising College CostsThe S&P Target Tuition Inflation Index is designed to protect college savings from losing value due to inflation.
September 14, 2017
Goldman Starts Smart Beta ETF Price WarThe move not only intensifies competition in smart beta but between smart beta and actively managed funds possibly even passive index funds.
September 14, 2017
Congress Wants a $2 Trillion Tax Break. US Companies Don'tFirms that stand to benefit most from the cut are saying no thanks, just give every company a bigger rate cut.
September 13, 2017
Helping Clients Recover Their Retirements: Pt. 2This column is for clients near retirement age whose planning was swamped by misfortune, like the 2008 crash, and hope to recover their futures.
September 13, 2017
Before Equifax Plunged, and After, No Analysts Dared to Say SellThe stock has lost almost 30% since news broke last Thursday that the credit reporting agency's database had been hacked.
September 13, 2017
Betterment Adds Smart Beta and Targeted Income StrategiesThe additions are meant to address the investment needs of the firm's increasingly diverse client base.