Economy & Markets
The important economic and stock market news that advisors need to know.
What’s Keeping These 4 Fixed Income Managers Up at Night
By Emily ZulzAccording to Schroders fixed income team, unraveling QE is one major concern.
June 07, 2017
Jackson National Gives Pimco Total Return the Boot, Welcomes DoubleLineThe annuity provider will offer clients a different subaccount option for its variable annuities, according to a report.
June 06, 2017
FINRA Issues Hurricane Warning (for Investors)FINRA says to expect unsolicited faxes and spam about investments that exploit a variety of hurricane-related opportunities.
June 06, 2017
TIAA Launches Robo-Advisor With Socially Responsible OptionsUnlike most other robo-advisors, TIAA Personal Portfolio offers passive, active and socially responsible investment choices.
June 05, 2017
5 Investment Tips for the Rest of 2017: Wells Fargo’s Midyear OutlookThese tips are designed to counter a forecast for lower U.S. stock prices and higher interest rates by year-end.
June 05, 2017
What’s to Blame for ‘Record-Breaking’ Drop in Millionaire Investor ConfidenceThe Spectrem Millionaire Investor Confidence Index dropped 17 points in May, the largest monthly decrease in its 13-year history.
June 05, 2017
Fidelity Launches Municipal Income 2025 Fund: Portfolio ProductsAlso, Gurtin Municipal Bond Management launched a Municipal Social Advancement strategy.
June 02, 2017
Why Investors Often Underperform the Funds They OwnMorningstar's latest "Mind the Gap" report boosts the argument for why investors need advisors.