Economy & Markets
The important economic and stock market news that advisors need to know.
3 Ways to Make Asset Transitions That Help Your Clients and Your Business
By Michael CampHow assets are transitioned can make the difference between client satisfaction and client turnover.
August 12, 2025
12 Cities With the Most Ultra-Wealthy Residents: 2025The residential footprints of those with a net worth of $30 million are becoming increasingly diversified, Altrata research found.
August 12, 2025
Trump Names Heritage's Antoni to Lead BLSThe chief economist of the conservative foundation wants a "top to bottom" review of the Bureau of Labor Statistics.
August 11, 2025
12 Best & Worst Annuity Issuers: Q2 Sales, 2025Even with economic uncertainty framing the quarter, sales rose at seven of the ranked firms.
August 11, 2025
Trump Extends China Tariff Truce for 90 Days, CNBC SaysThe extension will ease worries of a renewed tariff war that threatens to choke off trade between the U.S. and China.
August 11, 2025
Top Tax Prep Firms for Customer Satisfaction: J.D. Power, 2025Professional tax services need to step it up to compete with DIY offerings, the research group says.
August 11, 2025
Record Number of Investors See Stocks Overvalued: BofABut BofA strategist Michael Hartnett says investors now see the lowest probability of a hard landing since January.
August 08, 2025
12 Worst States for an Affordable Retirement: 2025These locations have challenges around such lifestyle areas as safety, health care and the arts, Bankrate researchers found.