Alternative Assets Surged to $6.9 Trillion in 2014, Led by Hedge Funds
Hedge funds accounted for more than half the asset growth across alternatives, Preqin reported.
Affluent Investors Bet on Tech, Energy for 2015
Morgan Stanley's latest Investor Pulse poll breaks down affluent investors' most- and least-loved sectors and reveals what they fear the most.
Charities Get a Carve-Out in Obama’s SOTU Tax Proposals
Obama's plan to close the "trust fund loophole" for capital gains taxes on inherited assets has a loophole of its own.
Add Millennial Clients Before They Get Wealthy
“Advisors can’t wait until this next generation is wealthy before they start rolling out the red carpet,” TDAI's Tom Nally said.
10 Top Trusts and Estates Trends for 2015
Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states’ laws.
Charity Watchdog Scores Victory on Access to Nonprofits' Tax Forms
A federal judge has tentatively ruled in favor of an open-records activist who had sued the IRS to make nonprofit tax forms more accessible.
Hedge Funds Meet Expectations Despite ‘Underwhelming’ Returns: Preqin
Preqin's major hedge fund benchmark posted its lowest return since 2011, but many investors are satisfied.
For Modern Families, a Tradeoff: Closer Ties for Financial Stress
Financial security is precarious for multigenerational and boomerang families, where adult children live at home, Allianz finds.
Huge Wealth Transfer of $16 Trillion Estimated in Next 30 Years
Plan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.
How to Invest in the Urbanization Explosion
Some 60 million to 70 million people will be added to the world’s urban population every year over the next three decades, Prudential says.