Economy & Markets
The important economic and stock market news that advisors need to know.
Citi's Wealth Boss Offers Retention Bonuses as Part of Revamp
By Todd GillespieAndy Sieg, the former head of Merrill, has also fired managers and made external hires.
November 25, 2024
The 6 Questions Advisors Hear Most, and How to Answer ThemYou can't predict the next market crash, but you can reassure clients that they're ready for it.
November 25, 2024
4 Investing Ideas for 2025: Morningstar"It is already clear that investing conditions in 2025 will be very different from 2024," Morningstar's CIO writes.
November 25, 2024
What Trump’s Treasury Pick Thinks About Taxes, the Markets and MoreScott Bessent, who leads hedge fund Key Square, wants to renew the '17 tax cuts and loosen regulations.
November 21, 2024
Know These New Retirement Planning Rules for 2024 and BeyondNew Secure 2.0 rules affecting RMDs, catch-up contributions and more take effect in 2024 and 2025.
November 21, 2024
Bill Hwang Judge Considers Reducing 18-Year Prison SentenceThe collapse of his family office contributed to the demise of Credit Suisse and losses at Morgan Stanley.
November 21, 2024
Trump Seeks Perfect Treasury Candidate as Search Drags OnHedge fund leader Scott Bessent, Apollo Global CEO Marc Rowan and former Fed governor Kevin Warsh are the top contenders.
November 21, 2024
Fidelity, Vanguard Launch New Active ETFsFidelity debuted five actively managed stock ETFs while Vanguard unveiled two active muni bond ETFs.