Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
RIA Deals Rebounded in Back Half of 2023: Echelon
By Michael S. FischerThe wealth management sector's strong fundamentals sparked the M&A revival, according to the investment bank.
February 14, 2024
El-Erian: Market's 'Outsized Reaction' to Inflation Data Came After Getting 'Carried Away'The Federal Reserve needs to make three rate cuts and shouldn't wait too long, the Allianz economist cautioned.
February 14, 2024
Gundlach: Watch This Indicator Next for Clue on Rate HikesThe CPI came "back to bite" the Fed, but a more important number is coming, DoubleLine's CEO says.
February 14, 2024
For Income-Focused Investors, Now Is the Time for BondsA few years ago, dividend yields exceeded bond yields. That's no longer the case.
February 13, 2024
Older Investors Think They're Ready to Retire. Advisors Disagree.The disparity was especially acute around specific topics, such as Social Security and Medicare planning, Allspring found.
February 13, 2024
8 Ways to Talk Tech (or Anything New) With Skeptical ClientsIt may require baby steps for clients to see emerging opportunities, but the efforts are often worth it.
February 13, 2024
Advising Clients on Bonds: Everything to Know in 2024Here's where the bond market appears to be headed and how to help clients build a solid strategy.
February 12, 2024
An Asset Manager's Key to Boosting After-Tax WealthFrank Pape of Frontier talks about tax-friendly investment processes and why advisors should stop discussing "standard deviations."