Investing & Economy

The wealth management industry in the United States is estimated at about $29 trillion, according to the publication Business Insider, citing statistics from Aite Group. And assets under management (AUM) of North American wealth

Since the pandemic, the percentage of investors wanting to invest in environmental, social and governance (ESG) products has nearly doubled, according to a recent survey conducted by Ernst & Young, and that figure is projected to nearly double

Total U.S. annuity sales were $62.3 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, according to results from the Secure Retirement Institute® (SRI®) U.S.

The coronavirus pandemic plunged the global economy into a historical crisis characterized by collapsing stock market, rising inflation and skyrocketing unemployment. To keep the economy afloat, central banks resorted to pumping more money

Total preliminary U.S. annuity sales were $62.2 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, representing the highest sales in the first nine months since 2008

Financial advisors and their clients are increasingly concerned about how proposed changes in federal tax policies could affect future portfolio growth and retirement planning.

Two schools of investment thought often collide. One holds “Active Investing”– continuous portfolio monitoring and corrective intervention – adds little value. Indeed, “Passive Investing”

Financial advisors are leveraging opportunities to broaden their planning portfolios by offering estate planning services to help clients address this significant yet underserved need.

“Investing is a marathon, not a sprint” is a metaphor financial companies and business journalists sometimes use to describe long-term investment strategies.

People working from home report a Workforce Happiness Index of 75 out of 100, compared to 71 for in-office employees, according to a CNBC/SurveyMonkey

The U.S. Commerce Department reported in late January that real GDP decreased 3.5 percent in 2020 – the biggest annual decline since 1946 and the worst yearly plunge since 2009

TV host and podcaster Mike Rowe – of Dirty Jobs fame – likes to say: “Work ethic is important because, unlike intelligence, athleticism, charisma, or any other natural attribute, it’s a