Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
What Happens to Annuities When the Old World Falls Apart?
By Allison BellLudovic Subran, chief economist at Allianz, warns against assuming that the same old glue will fix things.
June 26, 2026
Advisors Turned Healthy Profits in 2025, but Client Growth Stagnated: StudyNet new client assets grew only 1.9% for the year, The Ensemble Practice reports.
June 24, 2026
Edward Jones Invests in QuickenThe firm aims to complement its advisor-led model by acquiring a minority stake in the personal finance software maker.
June 24, 2026
Advisors Are Bullish on Model Portfolios: MorningstarAt the end of March, the researcher notes, such vehicles reached $943 billion, up 46% over last year.
June 23, 2026
These Factors Have a Big Impact on Retirement Health CostsA five-year change in retirement timing or life span can affect costs significantly, Milliman reports.
June 23, 2026
12 Global Cities With the Most Ultra-Wealthy ResidentsThe number of individuals with $30 million or more grew 30% in the past two years, Altrata reports.
June 23, 2026
Why Early Retirement Can Be a Smart Tax MoveW-2 earnings, planner Sean Mullaney argues, carry a much higher tax burden than drawing on assets.
June 22, 2026
10 Top Stocks in Morningstar's 'Triple-Digit Club'Over the past 12 months, 42 firms in the group's US Large-Mid Market Index gained 100% or more.