Economy & Markets
The important economic and stock market news that advisors need to know.
A Compelling Combination: Why Advisors Are Pairing Value and Low-Vol Factors
By Nick KalivasThese two factors may be significant over the next six to 12 months. Here are some of their investment applications for advisors and investors.
August 22, 2016
REITs Are Outperforming, but Some Sectors Are Stronger Than OthersBaby boomers and millennials, trendsetters in different ways, are both driving growth in key REIT sectors.
August 19, 2016
12 Best & Worst Broker-Dealers: Q2 Earnings, 2016Like in Q1, profits for financial firms generally moved in the same direction, with one exception.
August 19, 2016
How Are Rollovers Treated Under the DOL Fiduciary Rule?IRA rollover advice is often rendered in the context of cross-selling, and cross-selling practices by their nature create potential conflicts of interest.
August 19, 2016
Index Funds Outperforming, and Outlasting, Active Funds: MorningstarMorningstar concludes that mutual fund and ETF fees are the "only reliable predictors" of fund investing success.
August 17, 2016
Treasuries Gain as Minutes Show Fed Officials Split on Rate HikeFinancial markets had been expecting a more hawkish outlook for rates, but instead the minutes showed a multitude of opinions on when to hike.
August 16, 2016
Fund Managers Reduce Cash Positions, Boost Equities: BofA Merrill SurveyThe August BofA Merrill Lynch fund manager survey shows more optimism about the global economy and equities, especially U.S. and emerging market stocks.
August 16, 2016
The 5 Deadly Sins of InvestingThese five misconceptions will only deliver you and your clients the wages of investing sin.