Economy & Markets
The important economic and stock market news that advisors need to know.
Dynasty Partners With Pontera on Retirement Outcomes: Tech Roundup
By Jeff BermanAlso, Orion has partnered with Apex to launch a fast, fully digital account opening for independent advisors.
August 17, 2022
20 Fastest-Growing Private Companies: Inc.Their success may offer clues on investing trends and where advisors might find potential prospects and even future clients.
August 17, 2022
Shilling: Bear Market 'Puke Point' Is Quite a Way Off"Hopes that the bear market in stocks has largely anticipated a recession are no doubt premature," the economist said.
August 17, 2022
Stock Buyback Tax Is a 'Silly Mistake': Charles EllisThe strategist also shares his views on the value of index funds and why "almost everybody needs a financial advisor."
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
August 16, 2022
Biden Signs $437B Tax-Climate BillIt injects $80 billion into the IRS and imposes a 15% minimum tax on large corporations and a 1% excise tax on stock buybacks.
August 16, 2022
Is a New Bull Market Underway?Two better-than-expected inflation reports and recent market gains have two LPL strategists guardedly optimistic.
August 16, 2022
Investors Still Bearish, But Hopes Edge Upward: BofAStagflation and recession remain serious concerns, but 88% expect lower inflation in the next year, the survey finds.