Economy & Markets
The important economic and stock market news that advisors need to know.
8 Ivy League Schools’ Endowment Investment Returns, Ranked: 2025
By Michael S. FischerEach institution's performance improved year over year, some by several percentage points, and all boosted AUM.
November 03, 2025
World's 10 Best Hotels: 2025Wealthy people love to talk about travel. Here's a conversation starter.
November 03, 2025
10 Best Dividend Aristocrats to Buy Now: MorningstarThese undervalued companies have a history of consistently growing dividends, analysts find.
October 31, 2025
Women Embrace Frugality, Prioritize Savings: FidelityFour in 10 women surveyed said they have cut spending on nonessential activities over the past year, research finds.
October 31, 2025
JPMorgan Leads $90M Investment in Texas Stock ExchangeThe deal brings the total capital raised for the Dallas-based exchange to more than $250 million.
October 31, 2025
Using Bond Ladders to Create a Personal Pension Is Getting EasierNew types of funds enable financial planners to use income strategies that were once nearly exclusive to pensions.
October 30, 2025
How Billing and Comp Errors Drain RIA Profits and Undermine Advisor TrustWhen mistakes happen, it’s not just a spreadsheet problem; it's a credibility crisis.
October 30, 2025
Top 12 Cold-Weather Holiday DestinationsWalletHub focuses on the cost and convenience of traveling to each location and on affordability and activities.