Economy & Markets
The important economic and stock market news that advisors need to know.
Widows Will Inherit $51 Trillion in Great Wealth Transfer: Cerulli
By Michael S. FischerWith so much money poised to be passed on to women, advisory firms should address gender service gaps.
January 21, 2025
Schwab Earnings Top Estimates on Record InflowsTotal client assets were $10.1 trillion, after passing $10 trillion for the first time in November.
January 17, 2025
RIAs’ Market Optimism Ticks Up: SurveyYet 48% still see a moderate or high likelihood of recession within a year, Security Benefit found.
January 17, 2025
10 Quotes to Invest By, via Warren Buffett and H&R BlockRobert Bloch, son of the tax firm's co-founder, captures the successful approaches of the Berkshire Hathaway legend.
January 17, 2025
Ignore the Daily Trump Noise, Focus on the Long Term: TradersKeep cash on hand and pounce if he sets off short-lived market movements, they advise.
January 17, 2025
Goldman Gives CEO Solomon $80M to Stay Put, Hikes Pay 26%The retention awards for both him and President John Waldren entail no stock-performance metrics.
January 17, 2025
U.S. Bull Market in 7th Inning: Fidelity's TimmerTwo firm leaders say stocks could face more pressure this year; another sees an "intriguing" equities setup.
January 17, 2025
Surging Rates Stoke GOP Tensions on Paying for Tax CutYields on 10-year Treasurys are double what they were just before Trump started his first term.