Economy & Markets
The important economic and stock market news that advisors need to know.
Fidelity Mandates 5 Days in Office, Ending Hybrid Policy
By Greg RyanThe mandate takes effect in September, when the firm will move into new offices in the Boston Seaport District.
April 28, 2026
Vanguard Launches 4 Target-Maturity Bond ETF PortfoliosThe models use 10 of the asset manager's corporate bond exchange-traded funds.
April 28, 2026
Carlyle Gives MAI More Fuel for Its M&A Push"We're at the end of the beginning," the $75 billion RIA's CEO, Rick Buoncore, tells ThinkAdvisor.
April 28, 2026
60/40 Lagged in 2025, but Still Wins the Long Game: MorningstarThe traditional stock/bond portfolio, the researcher finds, "has been tough to beat" over extended periods.
April 28, 2026
'Gray Divorce' Leaves Little Room for Error in Retirement PlanningAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 28, 2026
Your 50-Year-Old Client Has No Retirement Account. What's an Advisor to Do?This scenario is relatively common, advisors say, and there are several techniques to help these clients catch up.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.
April 27, 2026
How Sergey Brin Launched a Political War Over California's Wealth TaxThe proposed billionaire tax has drawn tech titans and business leaders more directly into the state's affairs.