Economy & Markets
The important economic and stock market news that advisors need to know.
U.S. Investment-Grade Loan Issuance Drops to Lowest Since 2013
By Jacqueline PohThe supply of the kinds of bonds that go into life policies and annuity contracts is sputtering.
July 03, 2017
The Truth About Income RidersYour clients may think of adding an income rider to an annuity as the best of both worlds, but this strategy has a downside.
July 03, 2017
The Economic Costs of Swelling Student Loan DebtBlackRock's Rick Rieder says the $1.3 trillion student loan debt is a burden for the broader economy as well as individual students and families.
July 03, 2017
4 Portfolio Models to Help Advisors Segment ClientsThese models are examples of advisors acting as "buying agents" focused on the "best outcomes" for clients, says Fidelity's Sanjiv Mirchandani.
July 03, 2017
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio ProductsAlso, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.
July 03, 2017
SMA Manager of the Year Jon Christensen on Valuation and Business AnalysisWe want to find businesses that have some sort of sustainable advantage, companies that can grow, protect and sustain over long-term economic cycles, Kayne's Christensen says.
July 03, 2017
SMA Manager of the Year Todd Solomon on Beating Passive InvestorsCongress Asset Management uses a strategy best described as steady as she goes.
July 02, 2017
China's Bonds Are Ready to Join the World StagePortfolio managers will have a new place to look for yield.