Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
2021 News of the Year
By Jeff Berman, Bernice Napach, Ginger Szala and Melanie WaddellWe review the major developments affecting financial advisors — from Wall Street to Washington — over the past 12 months.
November 19, 2021
Mutual Fund, ETF Fund Flows Rebound in October: MorningstarSome $84 billion flowed into these funds and ETFs in October, up from $53 billion in September, the firm found.
November 19, 2021
Employees Demand Better Financial Benefits: Morgan StanleyA survey finds that 61% of employees are paying more attention to financial benefits than they did a year ago.
November 17, 2021
10 Countries Where Average Worker Is Furthest From Top 1%Researchers studied how may years of an average salary it would take to match the wealth of their country's elite.
November 17, 2021
Marcia Mantell: Social Security, Medicare and What Advisors Need to KnowThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 12, 2021
The Big Retirement Risk Michael Finke Is Seeing NowThe American College professor talks about the datapoint that's flashing a warning to retirees and what advisors should do.
November 10, 2021
How to Protect Portfolios When Inflation Hits: Advisors' AdviceThe October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?
November 08, 2021
Great Resignation? Not for Older Workers, Study FindsA quarter of workers over 45 say they've pushed back their retirement or plan not to retire at all.