Advisors’ Top-of-Mind Concerns? Not Inflation
Advisors are not much concerned about inflation these days, but perhaps they should be.
Social Investing Grew to $23 Trillion in 2016
Responsible investment now accounts for 26% of all professionally managed assets globally, according to the Global Sustainable Investment Alliance.
8 Things Most Americans Don’t Know About Retirement
Fidelity gave 2,000 Americans an eight-question retirement quiz, and the response was not encouraging.
How Couples Give to Charity
Pay raises affect giving differently depending on which partner gets the boost, Fidelity found.
Investors A-OK With Their Investment Management: E-Trade
Investors' top resolution for the year is to use more online tools, the E-Trade survey found.
Billion-Dollar Hedge Fund Investors Staying the Course
Several high-profile decisions to ditch hedge funds have raised the question of whether a mass exit is underway. But the numbers say no.
IRS OKs Program-Related Investments for Foundations
The Obama administration has assured private foundations that they can use a wide variety of financial tools to achieve their charitable purpose.
Real Estate Dilemma: Good Time to Sell, Terrible Time to Buy
A tight inventory frustrates potential sellers who are also buyers, Redfin finds.
Big Investors Aware of Cyber Threats but Often Unprepared: Survey
“Institutional investors have proprietary client information, and not having preventive measures in place can lead to long-term reputational damage,” Backstop Solutions warns.