Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have One
By Michael S. FischerA quarter of advisors not affiliated with Trust & Will have no estate plan, a survey finds.
October 23, 2024
Best & Worst Individual Annuity Providers: J.D. Power, 2024Many customers do not fully understand the products they buy, according to a new study.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 21, 2024
Debate: Should Employees Get a Health Insurance Tax Break?Currently, employers get the tax benefit. What if workers got the cash to pick their own plan?
October 18, 2024
Bob Doll: 'Buy High, Sell Higher' in This Risky MarketThe end of a momentum-driven bull run is impossible to predict, "therefore, you need to participate," he said.
October 17, 2024
10 Do's and Don'ts for Fall ProspectingBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
October 16, 2024
Affluent 'Advice Seekers' Want One Advisor but Seek Better Options: CerulliAdvisors need to build credibility with these investors to keep them loyal, Cerulli says.
October 15, 2024
20 Richest Women in the U.S.: Forbes, 2024In all, 67 women appear on the latest Forbes 400 list of America's wealthiest people.