Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
5 Top Reasons Clients Leave Advisors
By Michael S. FischerHere's what advisors can do to prevent them from walking, according to a new survey.
March 20, 2025
Trade War Casts Shadow Over Annuity Issuers, S&P Analysts WarnThe insurers are doing well, but their portfolio managers are not sure how to future-proof the assets.
March 18, 2025
72% of Advisor Revenue Is Fee-Based: CerulliIn contrast, commission-based revenues have plummeted to 23% of an average advisor’s revenue, the study found.
March 13, 2025
FINRA’s Top 5 Fine Categories: 2024The $59 million in assessed penalties was down 35% from 2023, according to an analysis by Eversheds Sutherland.
March 12, 2025
Why U.S. Life and Annuity Issuers Want the World to Calm DownAbout $1.8 trillion of their assets, and some of their owners, are in other countries.
March 12, 2025
Indexed Life Sales Rise 9.2% in Q4Traditional universal life products continued to sell poorly.
March 11, 2025
Barry Ritholtz: This is Not the Time to Buy (Yet)What should investors know now? Here's what Ritholtz, Peter Mallouk and others say.
March 11, 2025
Inflation Worries Are Back: Northwestern MutualEven investors with more than $1 million say they're having trouble keeping up with rising prices.