Economy & Markets
The important economic and stock market news that advisors need to know.
Financial Planners Play Therapist to Paralyzed Liberals
By Ben StevermanPost-election, advisors find themselves playing political therapists for distraught progressive clients, coaxing them to stick to investment plans.
November 29, 2016
Financial Advisors Voted Overwhelmingly for Trump: FSI PollFinancial advisors favored Trump over Clinton by a ratio of more than 3 to 1, according to a post-election poll from FSI.
November 29, 2016
The Blue State Plan to Fix RetirementCalifornia, Oregon, Illinois, Maryland and Connecticut want more workers to have the chance to save for retirement at work.
November 28, 2016
Welcome to Silly Season, aka Market Prediction TimeTaking a consistent, disciplined approach to investing will benefit you and your clients much more than following the top picks of the market prognosticators.
November 28, 2016
Among Mutual Funds, It’s Still a Man’s WorldMorningstar reports that the percentage of mutual funds managed by women has not changed since the financial crisis of 2008.
November 28, 2016
Morgan Stanley Shuns Aging U.S. Bull Market for Japan in 2017Strategist upgrades Japan stocks and downgrades U.S. equities; one of the years worst performers becomes a favorite.
November 28, 2016
Meir Statman: What ‘Normal People’ Really Want From AdvisorsProfessor Statman talks about next-gen behavioral finance, how to manage clients well-being and why annuities can emit the smell of death.
November 28, 2016
Index Funds, Quants and Hedging: John Bogle SpeaksBogle discussed some of the more abstruse critiques of index investing with Bloomberg.