Jefferson National Study Profiles Investors and Financial Advisors
Shared characteristics and preferences can lead to alignment of interests.
3 Big Complaints About Donor-Advised Funds
Most complaints about the fastest-growing charitable giving vehicle in America are overstated, says Howard Husock of the Manhattan Institute.
Top DC Plan Providers Recommended by Advisors: Cogent
Here are the highest ranked providers on ease of doing business and value for the money, according to Cogent Reports.
How Wealthy Americans Spend Their Money in These 14 Categories
A Spectrem study finds some spend more than $100,000 on everyday and luxury items.
Big Investors Boost Use of Factor Investing Strategies
A study released Monday by Invesco finds that demand for and adoption of factor-based strategies will continue to climb.
U.S. Philanthropy Becoming Increasingly ‘Top-Heavy’: Report
Growing inequity in giving poses risks for both charities and the public, according to the Institute for Policy Studies.
6 Predictions for Trump-Era Housing Market
Zillow reports that Trump’s policies could cost first-time homebuyers more as construction workers benefit from higher pay.
Top 10 Firms Fee-Based Advisors Are Most Loyal To: Cogent Reports
Mutual fund firms with strongest advisor loyalty are “much less likely to be dropped.”
Wealthy Investors Show a Trump Bump in Confidence: UBS Poll
UBS polled 1,200 affluent and HNW investors in October then after the election to determine changes in mindset.
Surge in Donor-Advised-Fund Growth Continued in 2015: NPT Report
National Philanthropic Trust predicts continued growth in contributions.