Economy & Markets
The important economic and stock market news that advisors need to know.
Ultra-Wealthy Hotspots: The 7 States to Watch in the Next 5 Years
By Michael S. FischerWith favorable demographics and tax regimes, these states are expected to attract residents with $30 million or more.
October 01, 2025
How 15 Investing Themes Performed Over 5 Years: MorningstarThematic investors are betting on a lot of things going right. Here's where those bets paid off (or didn't).
October 01, 2025
Biggest Quarter Ever for RIA Deals: DeVoePrivate equity-backed consolidators represented the majority of Q3 activity, fueling consolidation, the consulting firm reports.
October 01, 2025
'This Is Not Shutdown Lite': Impasse Could Last Months, Strategist Warns"No one truly knows how long this shutdown will last," offers Jeff Bush of The Washington Update.
October 01, 2025
Top 12 Metro Areas for High-Income Household GrowthA lot more people in these places may have enough cash to put yolk in their nest eggs.
September 30, 2025
Government Shutdown 2025: A Guide to the MarketsHere's what could happen to the defense, airline and other sectors if Congress fails to reach an agreement by midnight.
September 30, 2025
Robo-Advisor Wealthfront Files for IPO Showing Profit DropA slew of fintech companies are pursuing long-awaited listings.
September 30, 2025
SEC Orders Operating Cost Cuts to CATThe costs of running the order-tracking system "have ballooned beyond belief," says Paul Atkins, the agency chair.