Donor-Advised Fund Juggernaut Continues to Dominate Charitable Giving
However you measure their growth, donor-advised funds as charitable giving vehicles are on a roll.
Now’s The Time for Active Investment Strategies, Advisors Say
In particular, advisors said passive ETFs were not a good way to capture high yield in the long term, according to an AB survey.
U.S. Advisor Population Grows, but ‘Succession Cliff’ Looms
Cerulli reports the first headcount rise in nine years but projects a decline after 2020.
Ultra-Wealthy Boost Investments in 3 Areas, Cut Back in 3: Tiger 21
Cash allocations fell to their lowest level since 2008, the high-net-worth investing club reported.
Top 15 Best Cities for Millennials to Live: 2015
Here are 15 cities packed with job opportunities, affordable housing and things to do, along with sizable young adult populations.
Retirees Find Much to Like in Social Impact Investing
Boomers say they are more strategic than their parents, more hands-on and more demanding about how their financial contributions and volunteer time are used.
Donors Not Looking to Advisors for Philanthropy Help
High-net-worth private foundation donors don’t necessarily think of their financial advisor as a philanthropic source, reports Foundation Source.
More Than 80% of Fund Managers See December Rate Hike: Poll
That's up from October, when only 43% of managers predicted a hike this year, Merrill says.
U.S. Bank Offers HNW Families Thematic Investment Exposure
Partnership with Motif Investing will develop portfolios around seven long-term trends.
10 Ways RIAs Can Recruit and Retain Top Talent
The consequences for a firm that fails to nurture its human capital can include heavy employee turnover and a slide into irrelevance, aRIA warns.