Economy & Markets
The important economic and stock market news that advisors need to know.
SEC Begins Exams of Municipal Advisors; Focus on "Identified Risks"
By Melanie WaddellOver the next two years, OCIE plans to examine a significant percentage" of muni advisors, "establishing a presence" and focusing on risk.
August 17, 2014
Top Portfolio Products: ProShares Rolls Out 2 Credit-Focused ETFsLincoln Financial adds survivorship life offerings; Beaumont Capital and Envestnet share new portfolio strategies.
August 15, 2014
Don’t Believe Headlines About Rising U.S. Rates: MerkAxel Merk warns that a focus on real rather than nominal rates shows the dollar should be headed down and gold up.
August 14, 2014
Bear Market Survival: A Crash Course From Eric NelsonServo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
August 13, 2014
Global Venture Capital Investors Enthusiastic About U.S.Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
August 12, 2014
Don’t Fear the Robos, Advisors Can’t Be ‘Bot-Sourced’LPLs chief investment officer rebuts an Oxford University estimate that advisors have a 58% probability of being replaced by computers.
August 12, 2014
Investors Stash Cash, Fearing Geopolitical Risk, Rate HikeCash accounts for an average of 5.1% of global portfolios, up from 4.5% in July, according to the BofA Merrill Lynch Fund Manager Survey.
August 12, 2014
Dividend stocks for retirement incomeEarning decent returns in todays low-rate environment is a challenge.