Economy & Markets
The important economic and stock market news that advisors need to know.
JPMorgan Creates New Index Tracking 6,400 Private Companies
By Hannah LevittThe middle-market benchmark will serve as a "diagnostic instrument" rather than a tradable index.
May 05, 2026
Ed Yardeni: Market Will Keep Rallying Into Next YearThe economist cited "phenomenal" earnings and a "roaring 2020s" productivity boom.
May 05, 2026
RIA Deals Hit a Quarterly Record. Here's What's Selling.Emerging trends include overseas expansion, AI investment and acquisitions to build holistic platforms, Echelon reports.
May 05, 2026
SEC Unveils Proposal to Allow for Semiannual ReportingIf ultimately adopted, the plan "would provide companies with increased regulatory flexibility," said SEC Chair Paul Atkins.
May 04, 2026
Allworth Financial Adds New Investor in Its Third Funding RoundThe $35 billion RIA has entered into a strategic investment partnership co-led by Integrum Holdings.
May 04, 2026
Bob Doll 'Cautiously Optimistic' on Stock MarketThe Crossmark Global Investments leader favors stocks over bonds and expects modest results in coming months.
May 01, 2026
LPL Still Pushing to Keep 90% of Commonwealth Assets: CEOTotal assets jumped 30% year over year to $2.3 trillion in Q1, but recruited assets fell 55%.
May 01, 2026
Americans' 9 Biggest Financial Worries: GallupConcerns about costs far outpace all other fiscal challenges, the annual Economy and Personal Finance survey finds.