Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Why Big Firms Are Losing the Hearts and Minds of Advisors
By Shirl PenneyA shift away from complacency is underway, and it favors advisors aligned with independent RIAs.
August 22, 2025
Transamerica's Parent Might Move Headquarters to U.S.Aegon also reported that Transamerica's RILA sales have doubled.
August 22, 2025
Ed Slott: Here's the Secret to Good Tax Planning"Always pay taxes at the lowest rate — that's it," the retirement expert maintains. "It's that simple."
August 21, 2025
15 Fastest-Growing U.S. Retirement BoomtownsThey're part of the top 50 U.S. retirement "hotspots" where the older population has grown 20% since 2018.
August 21, 2025
Debate: Should 401(k) Tax Breaks Be Curtailed?Current benefits related to DC plans will cost the government $1.4 trillion in revenue over 10 years.
August 18, 2025
Edward Jones Plans Home Office Layoffs This MonthThe firm now has about 9,000 home office employees serving its roughly 20,000 financial advisors and their clients.
August 17, 2025
23 College Towns Where Buying a Home Is Cheaper Than Campus HousingA Mortgage Research Network analysis finds that homeownership beats the price of room and board at some schools.
August 15, 2025
30% of Life and Annuity Issuers Cut Staffing in Past Year: SurveyBut, hiring data shows, they are increasing growth projections and are desperate for technology and analytics talent.