Economy & Markets
The important economic and stock market news that advisors need to know.
November 27, 2024
10 Impressive Luxury Gifts for the HolidaysIf your wealthy client is struggling to pick the perfect gift, this guide can help.
November 27, 2024
Atkins, Ex-SEC Commissioner, Could Succeed GenslerTrump is expected to make a pick in the coming days, but no decision has yet been made.
November 27, 2024
Annuities' Bubble Shines! The World, Not So Much.Wink confirms that sales were strong, but Moody's worries about trade and currency wars.
November 27, 2024
BlackRock, Vanguard and State Street Sued by 11 StatesTexas and other states allege the asset managers broke antitrust laws by boosting electricity prices through their investments.
November 25, 2024
Citi's Wealth Boss Offers Retention Bonuses as Part of RevampAndy Sieg, the former head of Merrill, has also fired managers and made external hires.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 25, 2024
Jeremy Siegel: Stocks Show 'Remarkable Strength,' Fed Rate-Cut Pace UnclearMajor stock indexes are near or exceeding record highs amid a resilient economy, the economist says.
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.