Economy & Markets
The important economic and stock market news that advisors need to know.
The Income Strategy That Gives Retirees a 'License to Spend': Blanchett, Finke
By John ManganaroResearch finds that retirees with annuities spend twice as much as those with equivalent investment assets.
June 27, 2024
8 New Stats on the Rise of IRAs and 401(k)sBoth assets and the number of active accounts have grown significantly in recent years, EBRI reports.
June 27, 2024
What to Watch in the First Presidential Debate of 2024Expect Biden and Trump to spar over the economy, border security and abortion on the stage tonight.
June 26, 2024
Franklin Templeton Now Offers SMAs on UBS PlatformsThe accounts will give UBS advisors access to Franklin Templeton's custom indexing solution for personalized portfolios.
June 26, 2024
Schwab: Stocks Showing Bearish SignalsA similiar pattern emerged before the bear market of 2022, strategists Liz Ann Sonders and Kevin Gordon note.
June 24, 2024
Morgan Stanley Sued Over Low Interest Rates on Client CashThe wirehouse pays a fraction of what firms like Vanguard pay in similar accounts, the suit says.
June 24, 2024
How to Channel 10 Client Fears Into Investment OpportunitiesIf your clients' worries are keeping them out of the market, try flipping the script.
June 24, 2024
Stocks Face Meager Upside After 2024 Gains: PollInvestors aren't looking to hit the sell button just yet, but many expect a correction of at least 10% this year.