Economy & Markets
The important economic and stock market news that advisors need to know.
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.
By Jane Wollman RusoffAfter creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 26, 2023
Life Insurers Kept Selling More Fixed Annuities in Q2The products help clients insure their income and increase issuers' exposure to guarantee risk.
July 26, 2023
15 Best Core Stock Funds: MorningstarWhat types of ETFs and mutual funds are good core funds? It depends on the investor's time horizon.
July 26, 2023
SEC Floats New Rules on Digital Nudges, RobosBroker-dealers and advisors could be required to address conflicts of interest associated with AI and predictive data analytics.
July 26, 2023
LPL Fined $3M for Failing to Investigate Red Flags, Supervise RepsFINRA alleges that at least 50 LPL Financial registered representatives forged electronic signatures on over 1,000 documents.
July 26, 2023
Fed Raises Interest Rates to 22-Year High, Leaves Door Open for MoreThe quarter percentage-point hike lifted the target range for the Fed's benchmark federal funds rate to 5.25% to 5.5%, the 11thncrease since March 2022.
July 26, 2023
Why Commercial Real Estate's Pullback Means 'Opportunity': Fund ManagerAdvisors should beware of the "yield trap" when helping clients invest in these assets, says Midloch CEO Andy Sinclair.
July 25, 2023
Jeremy Siegel, Shifting on Fed, Sees Good News for StocksFed tightening may not be as severe as the Wharton economist had feared, he wrote.