Economy & Markets
The important economic and stock market news that advisors need to know.
Marcia Mantell: Social Security, Medicare and What Advisors Need to Know
By Ginger SzalaThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 16, 2021
World's 25 Biggest Wealth Management Firms by AUM: 2021Aite-Novarica Group crunched the numbers on big broker-dealers, wirehouses and other firms.
November 15, 2021
Self-Directed 401(k) Balances Held Steady in Q3: SchwabBalances averaged $341,068 in the third quarter, a 12.8% increase year over year and a 2% decrease from Q2, the firm reported.
November 15, 2021
Greg Valliere: Inflation Fears Could Delay Biden's Tax, Spending PlanThe policy strategist gives ThinkAdvisor his latest political predictions and discusses a crucial economic indicator that's been "eerily quiet."
November 12, 2021
CFAs Make 11 Predictions on Long-Term Effects of Pandemic StimulusThe CFA Institute polled its members on the consequences they expect from measures intended to ease the pandemic's impact.
November 12, 2021
The Big Retirement Risk Michael Finke Is Seeing NowThe American College professor talks about the datapoint that's flashing a warning to retirees and what advisors should do.
November 10, 2021
How to Protect Portfolios When Inflation Hits: Advisors' AdviceThe October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?
November 08, 2021
Great Resignation? Not for Older Workers, Study FindsA quarter of workers over 45 say they've pushed back their retirement or plan not to retire at all.