Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
The 1% AUM Fee Is Fading: Cerulli
By Michael S. FischerFinancial professionals must adapt their fee structures to cater to the next generation of clients, a study found.
April 28, 2025
10 Dividend 'Aristocrat' Stocks That Are Cheap Now: MorningstarThese companies have been raising their dividends for 25 consecutive years or longer, according to analysts.
April 24, 2025
What Each Generation Believes It Needs to Earn in 2025Respondents of different ages generally underestimate this figure, given that Americans spend $8,500 a month on average.
April 24, 2025
10 Biggest Wealth Management Deals: Q1 2025The biggest deal of the first three months of the year, as tracked by Echelon Partners, may surprise you.
April 23, 2025
5 Post-Tariff-Tantrum Questions for Annuity IssuersThe issuers probably had a great first quarter. Then the world changed.
April 23, 2025
12 Most Dynamic Metro Areas: 2025A retirement hotspot ranked No. 2 in this study, which measured growth in employment, wages, GDP and entrepreneurship.
April 22, 2025
Where Advisor Income Grew the Most in 2024Some metro areas offer more and better opportunities for advisors seeking to grow their businesses, SmartAsset finds.
April 21, 2025
12 Best States for Older Workers: 2025High pay and friendly workplace conditions for people over 65 are common in these states, a new study finds.