Economy & Markets
The important economic and stock market news that advisors need to know.
Vanguard's New AI Tool Helps Advisors Write Custom Market Notes for Clients
By John ManganaroThe tool creates summaries of the firm's insights that can be tailored to clients' financial acumen and life stage.
May 02, 2025
Peter Mallouk: Market Priced For Return to 'Goldilocks World'"You should not be hoarding cash," the Creative Planning CEO says.
May 01, 2025
Advisors Get Mixed Reviews From Clients Amid Market Volatility: J.D. PowerInvestors are worried about their portfolios as tariff plans permeate the U.S. economy, a report found.
April 30, 2025
Barry Ritholtz Sees ‘Genuine Risk’ for Clients Who Need Money In Next Few YearsMonths ago, the Ritholtz Wealth CIO told clients to tune out the noise. But the message has evolved.
April 30, 2025
The 1% AUM Fee Is Fading: CerulliFinancial professionals must adapt their fee structures to cater to the next generation of clients, a study found.
April 29, 2025
Workers Expecting to Live Longer Plan Accordingly. But There's a ProblemMany Americans underestimate how many years they're likely to spend in retirement, a TIAA Retirement Institute report finds.
April 29, 2025
Jeremy Siegel Sees 'Robust' Justification for Fed Rate CutsStatistics warrant two to three rate reductions by the end of 2025, the economist suggests.
April 29, 2025
Gundlach, Bianco: 8 Predictions for Tariff-Tossed MarketsThe two market veterans recently shared their latest — and quite sobering — views on the investment climate.