Economy & Markets
The important economic and stock market news that advisors need to know.
Larry Swedroe: 10 Big Risks Threatening Markets Now
By Jane Wollman RusoffActive investing is a "loser's game," says the popular author and researcher, who has a large holding in alternative investments.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 12, 2024
FINRA Suspends Ex-Rep Over Reg BI ViolationsThree clients experienced excessive and unsuitable trades that were not in their best interest, FINRA said.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
12 Tax Changes in Biden's Second-Term AgendaBiden is seeking higher levies on investors and large businesses, while preserving some of his rival's cuts.
March 11, 2024
Biden's $7.3T Budget Sets Up Tax Fight With TrumpNew services, middle-class tax breaks and price controls would be funded by higher taxes on the wealthy and corporations.
March 11, 2024
E-Trade Site Problems Reported on Social MediaE-trade investing platform users reported slow order processing and, in one case, a blank account value.
March 11, 2024
Fidelity Cuts About 700 JobsThis is the first headcount reduction in seven years for the Boston-based asset manager.