Economy & Markets
The important economic and stock market news that advisors need to know.
Are Dividend Stocks Right for Retirement? It Depends on Who You Ask.
By Rob BurgessSuze Orman likes them. Michael Finke isn't so sure. And other experts wonder why growth stocks couldn't complement them.
July 17, 2026
How Top RIAs Are Growing: SchwabThe strongest firms appear to pursue organic growth more intentionally, a benchmarking study finds.
July 17, 2026
RIA Deal Valuations Expected to Level Off in Second Half: DeVoeConsolidators, the most active buyers polled by the consulting firm, believe the M&A market has reached a ceiling.
July 17, 2026
Financial Guidance, From One Doctor to AnotherPhysicians need a financial plan but are often targeted by unscrupulous advisors, says Dr. James Dahle, founder of The White Coat Investor.
July 16, 2026
Financial Vulnerabilities Undermine Small-Business Owners' Confidence: SurveyOnly 47% of respondents rate their financial management skills highly, Guardian Life research finds.
July 15, 2026
Life and Annuity Issuers Prepare to Post Q2 NumbersAdvisors will see whether volatility gave more than it took.
July 15, 2026
Roth IRAs for Kids: A Planning Opportunity for the FamilyThe benefits of these accounts for minors are often overlooked, given that they are typically retirement income vehicles.
July 15, 2026
Medicare Will Cross a Grim Line in 11 Years: Alicia MunnellThe retirement researcher looked at the trustees' report and saw a messy X.