Economy & Markets
The important economic and stock market news that advisors need to know.
12 States With the Most Potential AUM per Advisor
By Michael S. FischerSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.
July 07, 2025
Bob Doll Checks In on His 10 Predictions for 2025At midyear, the Crossmark CEO finds four of them heading in the right direction.
July 07, 2025
BlackRock to Buy $7.3B Real Estate FirmThe firm plans to integrate ElmTree into its Private Financing Solutions platform.
July 04, 2025
Trump Signs His Tax-and-Spend Bill at White House CeremonyHe signed the bill into law Friday, enshrining an extension of tax cuts and steep cuts to some health programs.
July 03, 2025
House Sends $3.3T Tax Package, With HSA Provisions, to TrumpThe One Big Beautiful Bill Act also renews many current tax provisions and imposes health program funding cuts.
July 03, 2025
Trump Wins Broad Economic Policy Shift as House Passes Tax BillThe 218-214 vote in the House sends the legislation to Trump, in time for his July 4 deadline.
July 03, 2025
Who Won and Lost in Trump’s Tax BillBusiness investors and wealthy Americans are among the biggest winners in President Donald Trump’s tax bill.
July 02, 2025
4 Tax-Advantaged Alts Strategies Every Advisor Should ConsiderCertain private market investments can offer meaningful tax benefits that traditional assets like stocks and bonds simply can’t.