Economy & Markets
The important economic and stock market news that advisors need to know.
How High-Performing RIAs Are Growing Their Profits: Fidelity
By Michael S. FischerTop firms are better at controlling expenses and offer smaller discounts, a new benchmarking study finds.
October 25, 2024
Vanguard: The 60/40 Portfolio Is BackThe allocation, diversified globally, has rallied from a rough downturn in 2022.
October 23, 2024
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneA quarter of advisors not affiliated with Trust & Will have no estate plan, a survey finds.
October 23, 2024
The Big Post-Election Surprise Awaiting InvestorsA "perfect fiscal policy storm" is coming, says Jeff Bush of The Washington Update.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 23, 2024
Best & Worst Individual Annuity Providers: J.D. Power, 2024Many customers do not fully understand the products they buy, according to a new study.
October 22, 2024
JPMorgan, at Odds With Goldman, Sees Solid Run Ahead for StocksThe bank's analysts, including David Kelly, expect large-cap equities to return an annualized 6.7% over the next 10-15 years.
October 22, 2024
Jeremy Siegel: 'Under-Loved' Bull Market Could See Notable Gains"This is not the backdrop for the start of a bear market," the WisdomTree economist wrote.