U.S. Donors Gave $335B to Charity in 2013: Report
The recession has been over since mid-2009, but charities are just now catching up.
20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
Financial Pros Just Don’t Get Millennials: Study
In particular, young investors find efforts to reach them on social media "creepy," a study by Oxford undergrads and BNY Mellon finds.
Savings Account Trumps Investing for Gen Z: TD Ameritrade
When asked what their biggest concern with today’s economy was, Gen Z respondents were most likely to say jobs and unemployment.
Clients Less Anxious but Risk Aversion Is Rising, Advisors Say
Advisors say client anxiety has abated, but they see a big increase in risk aversion in the next year, a Hartford Funds survey says.
Wealthy Investors Gung-Ho on Economy, Their Portfolios: Morgan Stanley
The Investor Pulse Poll also showed that high-net-worth couples are collaborating on big financial decisions such as retirement.
Assets Flood Into Hedge Fund Liquid Alternatives: Study
Hedge funds are elbowing into the mainstream at an accelerated pace, bringing new products to market and driving asset growth, Deutsche Bank says.
Potential Market Crash Ahead, Axel Merk Warns
The portfolio manager argues that U.S. recovery is based on "asset price inflation," and that a Fed pullout could send everything tumbling.
Outperforming Firms More Socially Responsible on Average: Study
Companies with high environmental, social and governance ratings create shareholder value and are less volatile than lower-rated companies, says New Amsterdam Partners.
New York Revises Estate Tax Laws
Wilmington Trust’s Sharon Klein considers some implications of the new state law.