Economy & Markets
The important economic and stock market news that advisors need to know.
Best Finance Tweets of the Month: September 2015
By Katie RassThe rate hike that wasn't, what bankers sing when drunk, and what America really runs on.
October 01, 2015
A Strategy for the Markets' Malaise: Searching for Alpha for October 2015The markets are terrible, I know. But there are signs that the current maelstrom wont last forever.
October 01, 2015
How Investors Can Grab ‘Return Gap’: Research Affiliates’ HsuJason Hsu tells Morningstar ETF audience that human behavior pushing investment flows is largely to blame for investing underperformance.
September 30, 2015
The Low-Growth World Ahead: Vanguard’s Chief EconomistSlow global growth will be the defining trend of our lifetime, says Joe Davis, Vanguards chief economist.
September 30, 2015
The ETF Generation Gap"Millennials are doubling down on ETFs," says Schwabs Heather Fischer.
September 29, 2015
FINRA, SEC Wallop UBS Puerto Rico With $33.5M in Penalties Over Closed-End FundsCompany failed to ensure suitability for clients of Puerto Rican CEFs that were highly invested in Puerto Rican municipal bonds; branch manager and rep charged.
September 29, 2015
7 Mistakes Investors Are Making Before Rate Hike: NatixisWith interest rates expected to rise soon, some anxious investors are making sudden portfolio changes, among other self-defeating mistakes, Natixis found in an advisor poll.
September 28, 2015
More Volatility, More Problems: Solving the Dilemma of Long-Term InvestingCreating multi-decade investing plans is an exercise in asset allocation, investor psychology and expectations management.