Economy & Markets
The important economic and stock market news that advisors need to know.
Fidelity Assets Reach $15T in Third Quarter
By Dinah Wisenberg BrinFidelity's assets under administration surged 30% year over year.
November 08, 2024
12 Richest Americans in Sports: ForbesAmong the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.
November 08, 2024
S&P 500 Tops 6,000 MilestoneThe benchmark is on track for its 50th record this year and has extended its weekly gain to 4.8%.
November 08, 2024
Extending the Estate Tax Exemption: Likely With Trump, But Not a GivenPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 08, 2024
12 Best Cities for Veterans to Live: 2024The top locations prioritize education, employment, health care and entertainment, according to WalletHub.
November 08, 2024
Debate: Do Taxpayers Benefit From New Hardship Distribution Rules?The Secure 2.0 Act contained many provisions that broadened the ability to access retirement funds without penalty.
November 08, 2024
Here's Who Could Lead Trump's Economic AgendaHe's likely to pick top advisors and cabinet secretaries from a pool of Wall Street and business executives.
November 07, 2024
What Trump's Win Means for the Markets: 3 VIP ViewsSchwab's Liz Ann Sonders, Creative Planning's Peter Mallouk and Carson Group's Ryan Detrick weigh in on what strategies to embrace.