Economy & Markets
The important economic and stock market news that advisors need to know.
9 Tax Breaks Expiring at Year’s End
By Dan BermanMake sure your clients take advantage of these breaks before it's too late.
December 10, 2013
Are Asset Managers Now Too Big to Fail?Dodd-Frank comes under renewed criticism, including from one of its authors, as some regulators want to declare the likes of BlackRock "systemically important."
December 10, 2013
Regulators Approve Volcker Rule, the Core of Dodd-FrankThe Fed and FDIC unanimously vote to adopt the rule, which adds tough new restrictions on banks.
December 09, 2013
Lessons on Digital Disruption From Down UnderAn award-winning paper tells advisors how they can avoid being the slowpokes in a two-speed economy seeing a surge of investors flocking to online advice.
December 09, 2013
‘Secrets’ of Warren Buffett’s Success Revealed in New ResearchA new study calls Buffett's investment performance the best among all stock and mutual funds that have existed for at least three decades.
December 09, 2013
How to Stay Current on What You Need to Know as an AdvisorGo direct to the sources of the economic and market news you need to be an effective advisor by subscribing directly with these government entities.
December 09, 2013
FINRA Fines Oppenheimer & Co., Trader for Overcharging on Muni TradesOppenheimer, through its head trader, charged excessive markups on 89 transactions, FINRA says.
December 09, 2013
Debunking the 5 Top Myths Around Options StrategiesInterest in volatility-mitigating options strategies may be nothing more than a 10% correction away.