Economy & Markets
The important economic and stock market news that advisors need to know.
Investors Not Seeing End to Bull Market: Survey
By Marlene SatterA majority of investors in a Legg Mason survey expect the U.S. stock market to rise in the next 12 months.
November 06, 2018
More Evidence Active Management Won't Outperform in Volatile MarketsA new Merrill analysis shows that most actively managed equity funds underperformed their benchmarks during a very volatile October.
November 06, 2018
Millionaire Confidence Sags Going Into Elections: Spectrem GroupMarket fluctuations and trade concerns push investors away from individual stocks.
November 06, 2018
FINRA, Exchanges Prep for CAT Compliance DateCAT is "a complicated project that's a year behind schedule," FINRA CEO Robert Cook said.
November 06, 2018
The Spreading FIRE Movement and the Advisor's RoleWriter-director Travis Shakespeare expounds on a new lifestyle and investing movement that's gaining momentum with millennials.
November 05, 2018
Citizens Bank to Buy $7.5B Clarfeld Financial AdvisorsSeparately, Arkadios Capital adds a $3.5 billion fixed income team from Raymond James.
November 05, 2018
In a Shift, Retirees Donate More to DemocratsIt's the first midterm election year since 1990 that this has happened, according to the Center for Responsive Politics.
November 05, 2018
8 Ways HNW Investors See Economy, Congress & TrumpAfter a tough October for stocks, UBS just asked investors with assets of $1 million or more how they are feeling about the markets and political momentum.