Economy & Markets
The important economic and stock market news that advisors need to know.
Industry Groups Cheer T+1 as a Success
By Melanie WaddellFirms can now "make better use of their capital while promoting financial stability," SIFMA, ICI and DTC say.
September 10, 2024
Only 18% of Financial Advisors' Clients Are Younger Than 50: SurveyA new survey also asked about how advisors gained (and lost) clients and their biggest client problems.
September 10, 2024
High-Income Retirement Savers Still in a Post-Pandemic SlumpFor the top 5%, post-tax, inflation-adjusted income is 1.7% lower than it was before everything changed.
September 10, 2024
12 Worst Cities for Retirement: 2024Out of 182 cities, these ranked lowest on affordability, quality of life and health care, according to WalletHub.
September 09, 2024
Bob Doll: Recession May Be Inevitable, Despite Rate CutsImpending rate cuts may not be as bullish for stocks as investors expect, the market prognosticator maintains.
September 09, 2024
12 Client Talking Points for Falling Stock MarketsYou need to call your clients when markets get rough. But what do you talk about?
September 09, 2024
How to Benchmark a Client Portfolio: Christine BenzGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
September 06, 2024
Voters Love No Tax on Tips, But Split Over $25K Housing HelpTrump's pledge to eliminate federal taxes on Social Security benefits was the most popular of the six economic proposals surveyed.