Economy & Markets
The important economic and stock market news that advisors need to know.
Performance vs. Tenure: A Lesson in Employee Evaluation
By Caleb BrownA firm is not leveraging its true talent pool if it promotes advisors based on tenure alone.
July 31, 2017
Adding Value When Your Clients’ Travel Plans May Involve DangerLearning that a client will be traveling abroad presents an opportunity to add value in an unusual but important way.
July 31, 2017
Trump Ousts Scaramucci in Latest White House ShakeupThe news comes only days after the hedge fund magnate was hired by the president.
July 31, 2017
How to Make Cash-Heavy Clients’ Portfolios Work HarderAfter managing multiple savings accounts at various banks, Gary Zimmerman realized there was an easier way to strategically invest his cash by utilizing technology.
July 31, 2017
Fidelity Trims Index Fund Fees, Challenging VanguardThe firm cuts total expenses by nearly 10 basis points in move to capture more passive-investor assets.
July 31, 2017
Fed's Fischer Warns Political Uncertainty Hurts Economic GrowthLong-term trends hold down global rates, and lack of clarity on heath care and taxes erodes business confidence, the Fed vice chairman says.
July 31, 2017
Top 10 Real Estate ETFs and Mutual FundsThe top 5 real estate ETFs have outperformed the top 5 real estate mutual funds and the S&P 500 year-to-date.
July 31, 2017
Americans’ Personal Financial Satisfaction Hits 10-Year High: AICPAAmericans are experiencing their highest levels of personal financial satisfaction in more than 10 years, according to the American Institute of CPAs.