Economy & Markets
The important economic and stock market news that advisors need to know.
UBS Expands Into 'Brazilian Texas' to Reach Newly Minted Millionaires
By Cristiane LucchesiUBS has 1,300 employees, including 570 wealth advisors, dedicated to 50,000 Latin American private-banking clients.
November 04, 2022
Market Volatility Increases Demand for Financial Planning: CerulliEffective communication and financial software are keys to attracting and retaining clients, according to a study.
November 04, 2022
Tax Loss Harvesting Is Easier With ETFs, but Beware the Wash Sale RuleClear communication with clients is essential, as the topic of tax loss harvesting can cause confusion and concern.
November 04, 2022
14 Best Large-Cap Equity ETFs: MorningstarAnalysts think these gold-rated ETFs offer the right kind of market exposure for investors.
November 04, 2022
Baron Capital's Billionaire CEO: 'This Is a Great Time to Invest'"If I had more money to invest, I would invest it," Ron Baron said.
November 04, 2022
UBS Wealth Reshuffles Management in UHNW PushThe firm is also shifting more focus to Florida and Texas as more wealthy clients move there.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
November 04, 2022
Manchin Wants Deal on Social Security, Medicare and DebtSome trust funds that support the programs could run out of money in the next 12 years, which would trigger benefit cuts.