Economy & Markets
The important economic and stock market news that advisors need to know.
Jeremy Siegel Sees 'Much Quieter' Year for Stocks in 2025
By Dinah Wisenberg BrinThe economist expects 0% to 10% S&P returns as mega-cap tech stocks lag the market.
November 27, 2024
10 Impressive Luxury Gifts for the HolidaysIf your wealthy client is struggling to pick the perfect gift, this guide can help.
November 27, 2024
Atkins, Ex-SEC Commissioner, Could Succeed GenslerTrump is expected to make a pick in the coming days, but no decision has yet been made.
November 27, 2024
Annuities' Bubble Shines! The World, Not So Much.Wink confirms that sales were strong, but Moody's worries about trade and currency wars.
November 27, 2024
BlackRock, Vanguard and State Street Sued by 11 StatesTexas and other states allege the asset managers broke antitrust laws by boosting electricity prices through their investments.
November 25, 2024
Citi's Wealth Boss Offers Retention Bonuses as Part of RevampAndy Sieg, the former head of Merrill, has also fired managers and made external hires.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 25, 2024
Jeremy Siegel: Stocks Show 'Remarkable Strength,' Fed Rate-Cut Pace UnclearMajor stock indexes are near or exceeding record highs amid a resilient economy, the economist says.