Economy & Markets
The important economic and stock market news that advisors need to know.
Customer Demand Drives Banks’ Transformation: KPMG Survey
By Michael S. FischerNearly a third of banks say wealth management will be a top source of revenue growth in the next few years.
July 28, 2014
3 Sentences That Explain InvestingWhile the market is still moving along swimmingly, here are three sentences to help ground advisors in reality.
July 28, 2014
Facing the Yield ChallengeHeading into 2014, the consensus view was that U.S. bonds were on the verge of a major bear market and yields on 10-year Treasuries would end the year…
July 28, 2014
Before the Music Stops AgainIn a fascinating parenthesis in our cover story, “Wall Street's Next Political Storm,” Nicole Gelinas quotes President Obama from 2009 saying…
July 28, 2014
Why the Super-Rich Face Growing RiskHuge fortunes now depend on a precarious stock market.
July 28, 2014
Beware Squirrely Risk AssessmentWhat a scientific paper on small mammals can teach investors.
July 28, 2014
The Benefits of Total ReturnThe case for including dividend stocks in client portfolios remains strong. Many of the advantages were shared in a Fidelity Investments research report, Equity Total Return: Lower Volatility in the Longer Term.
July 28, 2014
Powerful Performance From DividendsWhile it's easy to overlook the value of dividends during bull markets like this one, they remain a key component of equity returns from a longer-term perspective.