Economy & Markets
The important economic and stock market news that advisors need to know.
September 09, 2024
12 Client Talking Points for Falling Stock MarketsYou need to call your clients when markets get rough. But what do you talk about?
September 09, 2024
How to Benchmark a Client Portfolio: Christine BenzGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
September 06, 2024
Voters Love No Tax on Tips, But Split Over $25K Housing HelpTrump's pledge to eliminate federal taxes on Social Security benefits was the most popular of the six economic proposals surveyed.
September 06, 2024
Warren Buffett's Haul From BofA Stock Sales Nears $7BStill, Berkshire remains the bank's top shareholder, with a roughly 11% stake valued at over $34 billion.
September 06, 2024
Why Retirement Trends Matter to the Fed's Call on Interest RatesMeasuring the pace and scale of retirement trends helps policymakers understand where the U.S. economy may be heading.
September 06, 2024
Clients Don't Need Big Magificent 7 Holdings: Schwab's SondersThere are many opportunities outside the mega-cap tech stocks, according to the investment strategist.
September 06, 2024
Here's How Much Financial Planners Were Paid in 2023The median total compensation for CFPs was 10% higher than that of other planners, a study finds.
September 06, 2024
Morgan Stanley to Pay $2M Over Sale of First Republic SharesThe firm failed to ensure the troubled bank's ex-CEO wasn't trading on inside information, says William Galvin.
September 06, 2024
Top 12 States Where Wealthy Millennials Are MovingWhen they relocate for job opportunities and other reasons, they take their economic clout with them.
September 05, 2024
How a Solo Advisor Can Build a Team and Boost EfficiencyAdvisors face the challenge of doing more to meet evolving client demands, and many are joining forces.