Economy & Markets
The important economic and stock market news that advisors need to know.
Making Tax Savvy Choices
By Ron DeLeggeTax efficiency has long been sold as among the greatest advantages of ETF investing. Although that may have been true ten years ago, when most ETFs were linked to traditional stock and bond indexes, it isnt necessarily true anymore.
October 26, 2011
Rob Arnott: 'There May Never Be a Better Time' to Buy Inflation ProtectionIndexing guru Rob Arnott, a lone inflationista wolf, howls that todays market provides a golden opportunity to buy inflation-fighting asset classes at 'below retail prices.'
October 26, 2011
SEC Adopts Hedge Fund Reporting RulesThe SEC on Wednesday adopted a rule to require advisors to hedge funds and other private funds with at least $150 million in assets to report information for use by the FSOC in monitoring risks to the U.S. financial system.
October 26, 2011
Economy Calls for Dividend Yield-Based Portfolios, O'Shaughnessy's Meredith SaysDividend-paying companies provide higher returns in tough markets, according to O'Shaughnessy Asset Management's director of research.
October 26, 2011
Most Investors Don’t Know How Bonds Are Priced: Schwab StudyAdvisors want more access to the byzantine world of bond buying, Charles Schwab senior V.P. Peter Crawford tells AdvisorOne, but a study from his firm shows brokerages arent sharing enough information.
October 25, 2011
Retirement Dreams Evolve; Mentors Matter: November Research—SlideshowIn Researchs November cover story, Ellen Uzelac examines how clients' hopes and expectations for their later years have changed rapidly and how advisors can make the most of these challenges. Also in the issue: Making the Most of a Mentor and "A Lost Decade for Advisors? discusses...
October 25, 2011
Confidence in Economy Sinks to 2009 LowsChase's Dimon blames crisis of confidence on 9% unemployment, but Fed Governor Tarullo laments that the U.S. labor market has lost its former dynamism.
October 25, 2011
European Banks, EU Squabble Over $55B in Greek Write-downsEurozone taxpayers could be on the hook for more than $55 billion if banks are compelled to take hefty write-downs on Greek debta measure banks are fighting even as officials try to convince them to accept massive cuts voluntarily.