Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
NYC Families Need Over $125,000 in Income to Live in Any Borough
By Laura NahmiasTwo new reports say New York families need six-figure incomes to live without government assistance.
March 31, 2026
The Ultra-Wealthy Are Just Like Us: They Need 'a Community of Advice'Serving this booming cohort, Bernstein Private Wealth's Aaron Bates says, requires connections with like-minded peers.
March 31, 2026
Middle-Market RIAs Hit M&A Inflection Point: ReportA measurable gap exists between the firms that command a premium and those that do not, research finds.
March 27, 2026
'Dirty Dozen' Tax Scams of 2026: IRSTaxpayers should be on the lookout for these new and emerging schemes, according to the agency.
March 26, 2026
7 Ways the Corebridge-Equitable Deal Could Affect Advisors and ClientsThe deal might create a company with bigger marketing, AI and legislative affairs budgets.
March 26, 2026
12 Cities With the Highest Income Needed to Live ComfortablySmartAsset research broke down the lifestyle to 50% for basic necessities, 30% for wants and 20% for saving.
March 25, 2026
5 Ways Insurers' World Was HappyGoldman Sachs and Nuveen asset manager surveys show how strong investment markets looked before early February.
March 25, 2026
How Advisors Can Tap the $25T Mass Affluent Market: CerulliThis younger market, research finds, comprises 46.9 million households and is looking for involved advisor relationships.