Economy & Markets
The important economic and stock market news that advisors need to know.
Why More Advisors Are Using Strategist Portfolios
By Bernice NapachHere's what they should look for when choosing among the increasing number of strategist firms and portfolios.
May 08, 2017
Puerto Rico Menaces Mutual Funds That Resisted Market ExodusMore than 24 mutual funds hold about $15 billion of uninsured Puerto Rico bonds, about 20% of the island's debt.
May 08, 2017
Munger Says Fellow Republicans Are 'Bonkers' for Taking Away Bank RegulationsHe says banks need to act in a "careful, standardized way"; Trump has called Dodd-Frank regulation a "disaster."
May 08, 2017
Direxion Adds 5 Leveraged ETFs Tied to Changing Policies: Portfolio ProductsIn other product news, Arrow Funds placed two ETFs on E*TRADEs commission-free ETF platform.
May 05, 2017
JPMorgan's Kelly: Trump's Tax Plan Faces RoadblocksThe chief global strategist also says the U.S. has a "bumper-lane economy."
May 04, 2017
What to Expect From the Bond MarketBonds can solve a problem or create one, according to Paul Matlack of Delaware Funds Macquarie Investment Management.
May 04, 2017
How Doctors, Lawyers Are Different From Other Wealthy ClientsDoctors, lawyers, accountants and other professionals have a unique approach to investing, according to a new study by Spectrem.
May 03, 2017
Top 9 Asset Managers to Work With Over Next 10 YearsA Morningstar research report identifies the qualities firms need to succeed in the future.