Economy & Markets
The important economic and stock market news that advisors need to know.
Most Advisors Use Smart Beta, Whether They Know It or Not: Russell
By Bernice NapachDefining smart beta ... continues to be a point of confusion for financial advisors, says a Russell report with several illuminating findings.
September 27, 2015
10 States With Most Unfair TaxesResidents in these states may be paying much more or a lot less than their fair share.
September 25, 2015
Morningstar to Tackle Hottest ETF Topics at ConferenceAmong the topics where Morningstar wants to "rethink conventional wisdom" are active share, strategic beta, 401(k) mistakes and hedging currency exposure.
September 25, 2015
Boehner’s Exit Means No Government Shutdown (for Now): AnalystsPolitical watchers say the departing House speaker will negotiate a short-term funding bill. But when it expires on Dec. 11, the battle will begin again.
September 25, 2015
Puerto Rico Loophole Utilized by UBS Targeted by House LawmakerCongressman plans to introduced bill to eliminate the island's exemption from the Investment Company Act of 1940.
September 25, 2015
Top Portfolio Products: International Funds From Vanguard, T. Rowe PriceHow two different mega fund companies hope to profit from investing in international stocks
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 24, 2015
Abe seeks to reboot Abenomics with shift to social spendingOne goal is to help caregivers stay in the workforce.