Economy & Markets
The important economic and stock market news that advisors need to know.
Are Your Clients 'Soft Switching' to a New Investment Account?
By Michael S. FischerInvestment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 21, 2025
Vanguard Adds $1.4T S&P Funds to Investor Proxy ProgramInvestors in the Vanguard 500 Index Fund are set to be part of the firm’s Investor Choice program in 2026.
October 20, 2025
Mohamed El-Erian: AI Bubble Is RationalGold could hit $5,000 this year, the Wharton School economist also predicted.
October 20, 2025
Morgan Stanley’s Wilson Says Too Early to Give Stocks All-ClearInvestors should stay cautious due to risks tied to trade tensions and slowing earnings revisions, he says.
October 17, 2025
Quiz: How Much Do You Know About the Wash Sale Rule?As year end approaches and clients explore tax-loss harvesting, consider reminding them about this risk.
October 16, 2025
Retirement Investors Seek Comfort and CashHere's how advisors should reframe some key conversations with clients, according to Janus Henderson.
October 16, 2025
7 Alternative Economic Indicators for a Government ShutdownIf you are missing your favorite ways to track the ups and downs, here are some substitutes.
October 16, 2025
Schwab's Sonders: Tariff Turmoil Isn't OverIt's a good time for investors in low-quality small-cap stocks to take profits, the strategist says.