Economy & Markets
The important economic and stock market news that advisors need to know.
May 31, 2024
Family Offices' 10 Favorite Investments for 2024Asset allocations among these ultra-wealthy investors showed material shifts for 2023, UBS reported.
May 31, 2024
Shilling: 'Fads' Fueling Market, Even as Growth SlowsThe economist recommends that investors "avoid vastly overpriced speculative stocks," like the Magnificent Seven, and crypto.
May 31, 2024
What Wealth Managers Must Do to Outperform by 2030: EY ReportClients remain firm in their desire for a valuable, trusting relationship with their financial advisor, the firm says.
May 31, 2024
Leaders Need 'Micro-Knowledge' to Achieve Big Goals"Dig in and spend time with your teams," advises Jackson's Scott Golde, Luminaries winner for executive leadership.
May 31, 2024
Good Options for 'Saving' Social Security Are Disappearing Fast: Alicia MunnellThe choices get harder the longer lawmakers wait, the Center for Retirement Research director warns.
May 30, 2024
15 Best U.S. Cities to Raise a Family: 2024WalletHub ranked 182 cities on criteria like education, child care, affordability and family fun.
May 29, 2024
8 Generational Differences in Americans' Retirement Planning WorriesThe biggest perceived barriers to financial security change with age, Goldman Sachs finds.
May 29, 2024
Breckinridge's Incoming CEO Shares Formula for GrowthOgnjen Sosa, a longtime Fidelity executive and current Breckinridge CIO, sees a lot of room for optimism.
May 29, 2024
15 Richest Self-Made Women in America: Forbes, 2024The 100 entrepreneurs, executives and entertainers on Forbes' list are worth a collective $154 billion.
May 28, 2024
Former FTX Exec Sentenced to 7.5 Years in PrisonRyan Salame is the first of of Sam Bankman-Fried's close associates to be sentenced on criminal charges.