Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Trump Has Proposed Nearly $8 Trillion in Tax Cuts. What Happens Now?
By Melanie WaddellTrump will now have to offer details of all the cuts he floated in recent months, says Greg Valliere.
November 05, 2024
October Broke RIA Deal Record: DeVoeThe surge in mergers and acquisitions is a notable spike following nearly three years of more muted activity.
November 05, 2024
Top 15 Cities for the Ultra-Wealthy: 2024The club of individuals with liquid investable assets of $100 million has grown by 54% over the decade.
October 31, 2024
11 News Topics That Make Investors NervousSome current events are making clients reconsider the amount of risk they're willing to take, a new survey finds.
October 31, 2024
LPL Discloses $18M Charge, but No Arnold Updates on Q3 CallThe firm, now led by Rich Steinmeier, expects an SEC settlement related to anti-money laundering controls.
October 25, 2024
Debate: Will Taxpayers Benefit From Medicare's New Prescription Payment Plan?The voluntary program allows those with Part D drug coverage to spread costs over the entire year.
October 25, 2024
How to Navigate the Evolving ETF LandscapeInvestors' increasing demand for these products highlights the need for advisors to understand them in depth.
October 25, 2024
How High-Performing RIAs Are Growing Their Profits: FidelityTop firms are better at controlling expenses and offer smaller discounts, a new benchmarking study finds.