Economy & Markets
The important economic and stock market news that advisors need to know.
Tax Overhaul Gave Clients With Irrevocable Life Trusts Work to Do
By Robin S. Weinberger and Peter N. KatzHere are 5 ways that ILIT users can respond to the changes.
July 11, 2018
Can Tech and Oil Stocks Continue to Outperform?Up until Wednesday it looked as if these sectors would continue to advance in the second half as they did in the first; then the White House threatened more tariffs against China.
July 11, 2018
RIAs Using Robos to Take On Big CompetitorsJulie Cooling of RIA Database talks to ThinkAdvisor about RIA trends and why the disclosure system is "baloney."
July 11, 2018
AUM Tracking Survey Posts First Drop Since 2015An SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
July 11, 2018
Using Wine to Get Your Point Across to Wealthy ProspectsNo, I'm not saying to get them drunk.
July 11, 2018
Investors Rely on Advisors for Income Planning: NuveenInvestors are bullish but worried about investment risk, the investment manager finds.
July 11, 2018
Making Individual Tax Cuts Permanent Would Boost Economy: Tax FoundationBut it would also reduce federal revenue, the think tank says.
July 10, 2018
Corporate Bonds Are Getting JunkierSome of the 'beef' inside the life insurance and annuity casings could be grayer than you think.