Economy & Markets
The important economic and stock market news that advisors need to know.
Financial Advice Before 40 Is Critical for Long-Term Security: Poll
By Michael S. FischerSome 80% of Gen Zers and millennials said they need to improve their financial planning, Northwestern Mutual reported.
May 06, 2025
CEOs Celebrate Buffett as He Ends His 5,500,000% RunBofA's Moynihan and JPMorgan's Dimon are among those who've said they learned a lot from him.
May 05, 2025
Vanguard's New AI Tool Helps Advisors Write Custom Market Notes for ClientsThe tool creates summaries of the firm's insights that can be tailored to clients' financial acumen and life stage.
May 03, 2025
Warren Buffett to Step Down Following Six-Decade Run Atop BerkshireBuffett, 94, plans to step down at year end.
May 02, 2025
Annuity Issuers' Ordinary Bonds Are Hard to Trade, Apollo's CEO WarnsThe private credit market is not the only fixed income market that looks thick to Marc Rowan.
May 02, 2025
Peter Mallouk: Market Priced For Return to 'Goldilocks World'"You should not be hoarding cash," the Creative Planning CEO says.
May 01, 2025
Advisors Get Mixed Reviews From Clients Amid Market Volatility: J.D. PowerInvestors are worried about their portfolios as tariff plans permeate the U.S. economy, a report found.
April 30, 2025
Barry Ritholtz Sees ‘Genuine Risk’ for Clients Who Need Money In Next Few YearsMonths ago, the Ritholtz Wealth CIO told clients to tune out the noise. But the message has evolved.