Economy & Markets
The important economic and stock market news that advisors need to know.
Galvin Asks BDs If They'll Raise Sweep Account Interest Rates After Fed Hike
By Melanie Waddell"Consumers are being squeezed right now," said Massachusetts' top securities regulator, William Galvin.
March 17, 2022
10 Fast Facts About Interest Rates and AnnuitiesHere's what retirement specialists need to know about annuities and interest rates now.
March 17, 2022
How Douglas Boneparth Hires, Grows His Practice on TwitterThe popular advisor also shares how he met his biggest client, developed his client niche and other best practices.
March 16, 2022
13 Ways to Handle Clients' Biggest Investing WorriesFrontier Asset Management conducted a survey on what advisors and their clients were most concerned about.
March 16, 2022
Fed Lifts Rates a Quarter Point in Opening Bid to Curb InflationThe hike is likely the first of several to come this year, as the Federal Reserve "anticipates that ongoing increases in the target range will be appropriate."
March 16, 2022
How to Craft 'Super Roths' for Wealthy ClientsThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 16, 2022
Inflation and Retirement SavingsHelp clients understand the risks and make a plan now.
March 15, 2022
What Inflation Really Means for Retirement PortfoliosInvestors may need to make tough decisions to counteract the effects of inflation, Manulife Investment Management executives say.