Economy & Markets
The important economic and stock market news that advisors need to know.
What to Tell Clients About Closed-End Funds in a Rising Rate Environment
By Anne W. KritzmireCEFs continue to be important income generators even as rates creep higher.
August 01, 2017
Greenspan: No Bubble in Stocks, but Look Out When Bonds PopEquity bears hunting for excess in the stock market might be better off worrying about bond prices, Alan Greenspan 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
Performance vs. Tenure: A Lesson in Employee EvaluationA firm is not leveraging its true talent pool if it promotes advisors based on tenure alone.
July 31, 2017
The DOL Fiduciary Rule: Implementation and Level-Fee FiduciariesIn my last column, I addressed the DOL fiduciary rule transition period. In this column, I will address the post-transition period.
July 31, 2017
Rep. Wagner Floats Draft Bill to Replace DOL Fiduciary RuleWhile the health care and tax reform debates continue apace in Washington, the ever-present fiduciary discussion also rages on.
July 31, 2017
Adding Value When Your Clients’ Travel Plans May Involve DangerLearning that a client will be traveling abroad presents an opportunity to add value in an unusual but important way.
July 31, 2017
Trump Ousts Scaramucci in Latest White House ShakeupThe news comes only days after the hedge fund magnate was hired by the president.