Economy & Markets
The important economic and stock market news that advisors need to know.
Here's What Drove Strong Portfolio Performance in First Half
By Bernice NapachAnd can that be repeated? The best performing asset portfolios were overweight equities, Natixis says, leaving them with a higher risk profile.
September 05, 2017
BizEquity, WSJ Pro Partner on Valuation ToolAdvisors will have a new tool to determine value of client businesses.
September 05, 2017
Evidence Mounts for Green Bonds Outperforming: HSBCThe U.K. bank found that green bonds trade closer to their benchmarks than regular debt from the same issuer.
September 05, 2017
Octogenarians Rule the RichSix of the 25 wealthiest Americans are over 80, according to the Bloomberg Billionaires Index.
September 05, 2017
Helping Clients Recover Their Retirements: Pt. 1This column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
September 01, 2017
Wall Street's Bond Blahs Go Beyond a Summer LullYields for investors have been falling, and banks have little incentive to lend.
September 01, 2017
Security Benefit Adds 9 Funds to Variable Annuities: Portfolio ProductsAlso, Turner Investments acquires Elkhorn Capital Group and plans new products.
September 01, 2017
Short-Term Implications of the Jobs ReportThe weaker-than-expected U.S. jobs report for August should not materially change expectations for the economy, which remains, for now, stuck in a low-growth equilibrium.