Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
12 Worst U.S. Cities for Retirement: 2026
By Michael S. FischerOut of 182 cities, these fall shortest on affordability, quality of life and healthcare, WalletHub finds.
September 11, 2026
7 Best 'Dividend Aristocrat' Stocks to Buy Now: MorningstarThese companies have raised dividends every year for at least 25 years and are trading cheaply, according to analysts.
September 10, 2026
The AUM-Boosting Question Advisors Aren't AskingNearly 90% of wealthy clients in a survey reported held-away assets, but many expressed willingness to consolidate.
September 10, 2026
RIAs Plan to Add Jobs as AI Boosts Capacity: CerulliThe findings of a new study may be counterintuitive, but advisors say it fits with what they've been seeing.
September 08, 2026
401(k) Sponsors Increasingly Rely on Advisors: StudyAdvisors, in turn, are expanding their retirement plan service offerings, Fidelity finds.
September 08, 2026
Protecting Dolly Parton's Estate From Tax Shocks, Conflict and AIEstate planning attorney Nolan James walks advisors through what it takes to preserve a complex legacy.
September 04, 2026
RIAs Using AI Boosted Hiring, Productivity: StudyMost practices are using the technology for operations, not investment decisions, new Astraeus research finds.
September 02, 2026
Edward Jones Partners With Duke and the University of OregonAs part of the collaborations, the wealth management firm will hold financial education workshops for students and athletes.