Economy & Markets
The important economic and stock market news that advisors need to know.
The Great Wealth Transfer Is Already Underway
By Michael S. FischerAs more boomers choose to make lifetime gifts, the money is starting to flow to younger generations.
July 10, 2026
Is Buying a Home Still the Way to Wealth? Some Young Americans Aren't SureHomes are seen as a worse investment for first-time buyers today because wages haven't kept up with surging prices and ownership costs.
July 10, 2026
JPMorgan Builds AI Agents That Beat 60/40 Model in BacktestsThe results come with an important caveat: They are based on historical simulations rather than live investing.
July 09, 2026
Wall Street Finds a New Way to Help Investors Avoid Elon MuskBut funds built around highly specific investment views can often struggle to develop lasting audiences, warns ETF.com's Dave Nadig.
July 09, 2026
World's 10 Most Livable Cities: 2026The Economist Intelligence Unit graded 173 cities on stability, healthcare, culture, environment, education and infrastructure.
July 08, 2026
A Look at 3 Types of Millionaires in 15 CountriesUBS analyzed the growth of three wealth brackets between $5 million and $100 million.
July 08, 2026
PRO
How an HNW Advisor Engineers Tax AlphaShort-sighted tax strategies can come back to bite clients later, Ryan Fleischer tells ThinkAdvisor.
July 07, 2026
Bob Doll's 10 Predictions for 2026: A Midyear UpdateFour of the Crossmark CEO's prognostications are headed in the right direction, he says.