Economy & Markets
The important economic and stock market news that advisors need to know.
Advisors doing better by doing good
By Ed McCarthy, CFP, RICPPlanning with charitable income gifts can help clients accommodate these seemingly incompatible goals.
October 27, 2014
Bob Rodriguez: New Great Recession Coming in 3 YearsThe country is treading a tenuous path toward another disaster of massive proportions, according to legendary fund manager Bob Rodriguez.
October 24, 2014
Alternative Bond Funds: What Advisors Need to KnowDifferent funds have radically different strategies and management arrangements, experts say.
October 24, 2014
Top Portfolio Products: First Trust Launches Eurozone ETFMeanwhile, Global X adds two ETFs based on JPMorgan's Efficiente and U.S. Sector Rotator indexes.
October 24, 2014
’Tis the Season for Small-Cap Stocks: Delaware InvestmentsTwo small-cap portfolio managers expect increased M&A activity along with share buybacks, debt reduction and dividend hikes.
October 24, 2014
SEC Responds to Market Volatility by Ramping Up Bond-Fund ExamsSurging market volatility is making regulators increasingly concerned that bond funds have loaded up on hard-to-sell assets.
October 24, 2014
Workers’ Retirement Preparedness Slipping Over Economic WorriesRetirement preparedness has climbed steadily this decade but fallen in the last three quarters, Financial Finesse found.
October 23, 2014
Janus Positioning to Gather Money as Gross Move Reshapes MarketJanus is in conversations with countless institutions and advisors as the firm seeks to grab some of PIMCO's outflows, CEO Richard Weil says.