Economy & Markets
The important economic and stock market news that advisors need to know.
Wall Street Briefed by Biden Team on Possible Russia Sanctions
By Jenny Surane, Katherine Doherty and Hannah LevittLeaders of Citi, BofA, JPMorgan, Goldman and other banks were informed about moves to target Moscow's ability to convert currency.
January 27, 2022
Managed Assets Grew 11% in 2020: CerulliRIA assets had the fastest growth among retail intermediaries, the research firm reported.
January 27, 2022
3 Things Advisors Overlook When Reviewing Clients' Life Insurance PoliciesWhen working with a client or prospect, advisors must have current and complete information on their financial holdings.
January 27, 2022
4 Tips for Working With Clients When Markets Are VolatileMarket swings create opportunities for outreach, since they often lead to acute emotional responses in many investors.
January 27, 2022
Ameriprise Continues to Adjust Life and Annuity Products for Low RatesThe company plans to end sales of its last remaining variable annuity living benefits rider by June 30.
January 27, 2022
Market Rotates to Value as Fed Turns HawkishPlentiful jobs, higher wages and strong home prices all point to above-trend growth, perhaps as soon as Q2.
January 27, 2022
7 Best States to Find Prime Annuity ProspectsIn these states, more households have a high income and are headed by people ages 45 to 64.
January 26, 2022
Investors Say No to Gendered Advice, MarketingBut most respondents to a Hartford Funds survey said men and women had different financial needs.