Economy & Markets
The important economic and stock market news that advisors need to know.
Asset Managers and Strategists of the Year 2020: Shining in Exceptional Times
By Ginger Szala | Janet LevauxWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 24, 2020
Impact Asset Manager of the Year: Breckinridge Capital"We look at all that data along with the fundamentals to get a more holistic view of an issuer and see what are some potential credit risks there could be that we're not going to see in the financials."
June 24, 2020
Small/Mid-Cap Asset Manager of the Year: The London Co."We spend the majority of our time trying to analyze what can go wrong in each decision we make. We don't build feature models and try to outguess every other analyst and PM out there on growth rates and margin expansions."
June 24, 2020
DOL Proposes Limit on ESG Investments in Retirement PlansThe proposal reverses Obama-era guidelines allowing retirement plans to consider the social impact of investments.
June 24, 2020
Pandemic Lockdown Provides Silver Lining for MillennialsSpending is down and incentives to invest are up, survey finds.
June 24, 2020
Navigating the Twists in PPP's Loan Forgiveness RulesWe have recently learned that elements of the SBA's emerging guidance may be effective retroactively.
June 23, 2020
SEC Preps LIBOR Transition ExamsSEC registered advisers that specialize in fixed-income tied to LIBOR should expect an exam in 2020.
June 23, 2020
3 Questions to Ask Before Jumping Into the Bull Market for RIAsResolving these issues is a "must" before you start down the M&A path, says Mariner Wealth CEO Marty Bicknell.