Economy & Markets
The important economic and stock market news that advisors need to know.
UBS, Envestnet and iCapital Launch Alternatives Exchange: Tech Roundup
By Jeff BermanAlso, eMoney Advisor adds white labeling to its Incentive financial wellness app.
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 29, 2022
Stock Surge Is a Bear-Market Trap With Curve Inverted, BofA Warns"The worsening macro backdrop and market-unfriendly Fed make sustained U.S. equity gains unlikely," the strategists said.
March 29, 2022
Jamie Hopkins: Congress Will Fix Social Security — EventuallyThe retirement expert discusses inflation, CPI-E and how Social Security will fare going forward.
March 29, 2022
5 Ways Inflation Could Reshape AnnuitiesA look back to the 1970s could offer some clues about annuity innovation if inflation continues.
March 29, 2022
Bond Market Flashes Recession Signal as Key Yield Gap InvertsIt is one signal that indicates "the potential for a slowdown in growth over the upcoming years," said a Societe Generale strategist.
March 29, 2022
10 Talking Points for Clients Who Think 'Bonds Are Boring'Here are some helpful conversation starters to get clients to follow your advice on asset allocation.
March 28, 2022
11 Ways to Make the Case for Total Return StocksHere are a few key points and things to look for when advising investor clients on these investments.