Economy & Markets
The important economic and stock market news that advisors need to know.
8 Questions You'll Get at Holiday Parties This Year
By Bryce SandersOnce word gets around that you are an advisor, the questions start coming.
December 09, 2022
These 15 Funds Have Destroyed the Most Investor Wealth: MorningstarThese funds occasionally rise to the top by betting against the market, but the long-term results aren't pretty.
December 09, 2022
U.S. Household Net Worth Falls for Third-Straight QuarterHousehold net worth decreased $392 billion after falling a record $6.3 trillion in the second quarter.
December 09, 2022
Top Money Managers See Double-Digit Stock Gains in 2023Bloomberg's survey finds 71% of fund managers expect equities to rise with an average anticipated gain of 10% next year.
December 08, 2022
Is SEC Regulation Best Execution a Good Idea? Experts Weigh InFINRA's best execution rule was written "decades ago" and is "wildly outdated," says Tyler Gellasch of the Healthy Markets Association.
December 08, 2022
3 Sins Advisors Commit When Discussing Cash With ClientsClients likely have lots of cash being held at rival firms. This situation may be hurting both them and your advisory practice.
December 08, 2022
S&P 500 to Hit 5,000 in 2023: Strategist"The lows are in, and I think we are starting a new bull market," said Jim Paulsen, chief investment strategist of The Leuthold Group.
December 08, 2022
Top 10 Retail Life and Annuity Issuer StocksThey're beating the S&P 500, both in terms of 1-year and 10-year price performance.