Economy & Markets
The important economic and stock market news that advisors need to know.
3 Tax-Friendly Investments for Wealthy Clients
By Roger WohlnerThese under-the-radar options could appeal to certain clients, but it's important to know the risks.
December 05, 2023
Reverence Moves to Sell $2.5B Stake in OsaicThe private equity firm wants to sell up to 20% of the former Advisor Group of independent broker-dealers.
December 04, 2023
These 8 Findings Paint a Worrying Picture of U.S. Retirement ReadinessMore than half of working Americans say they have yet to start saving for retirement, a survey reports.
December 04, 2023
Stock Bulls Likely Headed for a Letdown: Bob DollThe veteran prognosticator expects economic and market factors to limit equities' running room.
December 04, 2023
S&P 500 to Deliver Little Returns Into Early 2030s: StifelThe high-level performance of the past decade or so "is gone for a generation," Barry Bannister writes.
December 01, 2023
Indexed Products Rule Life Market in Q3The passive investing movement continues to shape clients' insurance products.
December 01, 2023
A Solid Investment Pick for 2024 as Forecasters Scratch Their HeadsAmid high uncertainty and conflicting forecasts for markets and interest rates, several analysts made the same suggestion.
December 01, 2023
10 Most Expensive Cities in the WorldPrices continue to rise in the priciest locales, according to the Economist Intelligence Unit's semiannual rankings.