Economy & Markets
The important economic and stock market news that advisors need to know.
Family Offices Pool Resources to Save Money and Get Better Service: Survey
By Michael S. FischerSuch collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.
January 21, 2026
How Ultra-Wealthy Clients Test Their AdvisorsTop-ranked advisor Spuds Powell tells ThinkAdvisor how his most demanding clients have pushed him to raise his game.
January 20, 2026
What Does Greenland Invasion Talk Mean for Annuity Advisors? Here Are 5 IdeasThe extra volatility that scares shareholders could have mixed effects on insured income products.
January 20, 2026
Wall Street Has Worst Session Since April Meltdown"This is 'Sell America' again within a much broader global risk off," said Krishna Guha at Evercore.
January 20, 2026
Jeremy Grantham: 'Slim to None' Chance AI Bubble Won't BurstBubbles form around brilliant ideas, says the strategist and GMO co-founder.
January 20, 2026
Wells Fargo to Move Wealth Headquarters to West Palm BeachThe new office means the unit’s leaders can be closer to their largest clients, said wealth chief Barry Sommers.
January 20, 2026
Trump Blasts Dimon, Threatens to Sue JPMorgan Over DebankingThe president alleged last year that the bank had asked him to close some accounts due to the Capitol attack of Jan. 6, 2021.
January 16, 2026
To Prepare Next-Gen Wealth Holders, Remember the Three C'sFamilies of significant means recognize that each generation must build three core capacities.