Economy & Markets
The important economic and stock market news that advisors need to know.
October 03, 2024
The 12 Wealthiest Countries in 2023Allianz ranked the countries on net financial assets per capita.
October 02, 2024
TD Securities to Pay $28.5M to Resolve Spoofing AllegationsThe charges concern tens of billions of dollars in fraudulent trades of Treasurys, authorties said.
October 01, 2024
15 Most Affordable U.S. Metro Areas: 2025Clever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
October 01, 2024
Texas Stock Exchange Names Nasdaq, NYSE Veterans to Top JobsThe Texas Stock Exchange also hired veterans of the SEC and Schwab.
October 01, 2024
Here's How Much Fixing Social Security Could Cost Your ClientsAffluent couples could lose nearly $1 million in benefits if Congress doesn't act, Ron Mastrogiovanni warns.
September 27, 2024
4 Big Takeaways From a Year of PodcastingI talked to an array of experts about annuities and the tricky challenges of retirement income planning.
September 27, 2024
Stop Your Clients From Letting Election Fears Drive Investment DecisionsClients are worried, says Spuds Powell of Kayne Anderson Rudnick, and a well-delivered reality check can help.
September 26, 2024
Researchers Put Americans' Retirement Literacy to the Test. The Results Weren't Pretty.Average scores on a retirement income literacy quiz were disappointingly low, but those with advisors did somewhat better.
September 26, 2024
Good News & Bad News: 8 New Findings About Retirement ReadinessA Goldman Sachs report offers both encouraging and worrying signs about planning in the United States.
September 26, 2024
Merrill's Former Top Strategist Says Today's Market Is No 1999Now 82 and running a hedge fund, Charles Clough explains what's in the firm's portfolio and what risks keep him up at night.