Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
LPL Discloses $18M Charge, but No Arnold Updates on Q3 Call
By Janet LevauxThe firm, now led by Rich Steinmeier, expects an SEC settlement related to anti-money laundering controls.
October 25, 2024
How High-Performing RIAs Are Growing Their Profits: FidelityTop firms are better at controlling expenses and offer smaller discounts, a new benchmarking study finds.
October 23, 2024
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneA quarter of advisors not affiliated with Trust & Will have no estate plan, a survey finds.
October 23, 2024
The Big Post-Election Surprise Awaiting InvestorsA "perfect fiscal policy storm" is coming, says Jeff Bush of The Washington Update.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 23, 2024
Best & Worst Individual Annuity Providers: J.D. Power, 2024Many customers do not fully understand the products they buy, according to a new study.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 21, 2024
Debate: Should Employees Get a Health Insurance Tax Break?Currently, employers get the tax benefit. What if workers got the cash to pick their own plan?