Economy & Markets
The important economic and stock market news that advisors need to know.
Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income Program
By Allison BellThe new program will use a different legal framework than Fidelity's existing in-plan annuitization options.
June 10, 2026
Professional Investors Pan SEC Reporting Overhaul in SurveyAlmost two-thirds of investment analysts and portfolio managers said the SEC should keep mandatory quarterly financial reporting.
June 09, 2026
AI Selloff a 'Wake-Up Call' for Investors: Wells FargoAs one equity analyst sees it, Friday's selloff likely will mean a slower rally, not the start of a sustained retreat.
June 08, 2026
Third of Gen Xers, Half of Millennials Rely on Parents Financially: StudyAdvisors agree that it's a common situation across the income spectrum.
June 08, 2026
Peter Mallouk: Advisors, Clients May Be Too Relaxed About Market RiskThe market is "overdue for a severe breather," the Creative Planning CEO tells ThinkAdvisor.
June 08, 2026
Best & Worst 529 College Savings Plans in 2026: MorningstarInvestor assets in the education accounts grew to a record $550 billion by the close of 2025.
June 08, 2026
TradePMR Bets the Future of Wealth Management Is Finally ArrivingAt a recent conference, Robb Baldwin made the case for integrating with a modern, consumer-facing partner.
June 05, 2026
Schwab's Sonders: Investors Are Complacent on Big Stock RisksThat doesn't necessarily mean a pullback is coming soon, the chief investment strategist tells ThinkAdvisor.