Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
401(k) Sponsors Increasingly Rely on Advisors: Study
By Rob BurgessAdvisors, in turn, are expanding their retirement plan service offerings, Fidelity finds.
September 01, 2026
PRO
How Adult Children Affect Gray Marriage Estate PlanningBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
September 01, 2026
T. Rowe CEO Sees Tax-Loss Harvesting as Opportunity for GrowthCEO Rob Sharps remains confident that the firm's SMA offerings won't draw regulatory scrutiny.
August 28, 2026
15 Countries With the Most BillionairesThe global billionaire population last year grew at its fastest pace since 2020, Altrata research finds.
August 27, 2026
PRO
Affluent Clients Need a Reality Check on Long-Term Care CostsIndustry data whisperer Lily Vittayarukskul looks at the story "statewide average cost" tables don't tell.
August 26, 2026
The 20 Most Active RIA Buyers of the Past YearWhile first-half deal volume declined in 2026, the scale of acquisitions grew considerably, Fidelity finds.
August 26, 2026
PRO
This Trust Shields Client Assets From Lawsuits, but Is It Worth It?High-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
August 25, 2026
New Bill Would Prevent Double Taxation of Remote WorkersThe Multi-State Worker Tax Fairness Act restricts states' ability to tax nonresident telecommuters.