Economy & Markets
The important economic and stock market news that advisors need to know.
VanEck Model Portfolios Join Envestnet Platform: Portfolio Products
By Jeff BermanAlso, Schwab reorganizes a high-yield municipal fund.
August 13, 2020
Rethink the '40' in 60/40 PortfoliosWith interest rates close to 0% for the foreseeable future, advisors need to reexamine client portfolios to boost fixed income returns.
August 13, 2020
How Cetera Is Helping Its Advisors Navigate the PandemicCEO Adam Antoniades highlighted three ways the firm helped advisors overcome economic and other challenges.
August 13, 2020
DOL Scrutinizing RIAs' Use of ESG Investments in Retirement PlansObservers are puzzled by the timing of the move.
August 13, 2020
3 Sources of Cash in a Crisis, ExplainedVanguard's Maria Bruno discusses the pros and cons of some common places to find quick cash.
August 13, 2020
Fidelity Launches Digital Bond Trading Platform for AdvisorsFidelity's Bond Beacon is available to advisors through the firm's Wealthscape platform.
August 13, 2020
DOL Gives Guidance on Trump's Unemployment Benefits OrderSen. Ron Wyden, D-Ore., argued Thursday that Labor's new guidance "leaves many unanswered questions."
August 13, 2020
Riskalyze CEO: 6 Tips for Advisors to Thrive in a 'Risk-First Decade'CEO Aaron Klein also demonstrated new platform enhancements during a Fearless Week keynote.