Economy & Markets
The important economic and stock market news that advisors need to know.
Rep. Wagner Floats Draft Bill to Replace DOL Fiduciary Rule
By Melanie WaddellWhile the health care and tax reform debates continue apace in Washington, the ever-present fiduciary discussion also rages on.
July 31, 2017
How to Make Cash-Heavy Clients’ Portfolios Work HarderAfter managing multiple savings accounts at various banks, Gary Zimmerman realized there was an easier way to strategically invest his cash by utilizing technology.
July 31, 2017
Fidelity Trims Index Fund Fees, Challenging VanguardThe firm cuts total expenses by nearly 10 basis points in move to capture more passive-investor assets.
July 31, 2017
Fed's Fischer Warns Political Uncertainty Hurts Economic GrowthLong-term trends hold down global rates, and lack of clarity on heath care and taxes erodes business confidence, the Fed vice chairman says.
July 31, 2017
Top 10 Real Estate ETFs and Mutual FundsThe top 5 real estate ETFs have outperformed the top 5 real estate mutual funds and the S&P 500 year-to-date.
July 31, 2017
Americans’ Personal Financial Satisfaction Hits 10-Year High: AICPAAmericans are experiencing their highest levels of personal financial satisfaction in more than 10 years, according to the American Institute of CPAs.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
2 Very Different Approaches to Sustainable InvestingOne excludes ESG ratings; the other creates its own ratings using artificial intelligence and big data.