Economy & Markets
The important economic and stock market news that advisors need to know.
Household Wealth Surged 16% in 2024 on Stock Gains: Cerulli
By Michael S. FischerWhile wealthy investors benefited most, the mass affluent are sitting on a $3 trillion rollover opportunity, the group says.
April 14, 2025
Clients Won't Admit It, but Here's What They Need From AdvisorsThe pain of market turmoil becomes real when clients receive their account statements.
April 14, 2025
Why Retirement Savers’ ‘Magic Number’ Dropped $200K This YearLower inflation isn’t the only reason people are feeling (marginally) more confident about retirement.
April 14, 2025
Social Security Flips, Again, on Phone ClaimsAll types of benefit claims can now be made by phone, the agency says, citing new "enhanced technology."
April 14, 2025
Sluggish Bond Market May Help Annuity IssuersBNY Mellon's CEO said bond buyers can now earn more for taking big blocks of risk.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
April 14, 2025
15 Cities With the Most Millionaires: 2025These global urban centers blend investment freedom with lifestyle dividends, Henley & Partners’ annual report found.
April 14, 2025
Jeremy Siegel: Don't Expect New Stock-Market Highs Anytime SoonLong-term returns look attractive, but investors should buckle up in the meantime, the economist says.