IRS Should Get Tougher on Charities: GAO
Budget cutbacks have called into question the adequacy of IRS ability to police tax-exempt groups, the GAO says.
Global Philanthropists Put Growing Demands on Advisors
Advisors need more tools to add value for increasingly sophisticated overseas donor clients, says Maggi Alexander of The Philanthropic Initiative.
Hedge Fund Inflows Resume, Assets Reach $3.1 Trillion
Top performing managed futures have yet to convince investors to shift allocations.
Tiger 21 Ultrawealthy Still Favor Stocks, but Private Equity Gains
Annual survey finds UHNW invest in what they know (like their own companies). Apple noses ahead of Berkshire Hathaway as top stock pick.
Fidelity Finds RIAs Seriously Lag in Marketing, Business Development
The 2014 Fidelity RIA Benchmarking Study shows that many RIA firms need to address marketing and business development strategically.
20 Best & Worst Dividend ETFs: 2014
ETF Database looked at ETFs that were classified as dividend-focused and not simply ones that paid a dividend.
Sustainable Investment Assets Grew by 76% From 2012 to 2014
A foundation’s research looked at 480 U.S. institutional investors, 308 money managers and 880 investment institutions that applied SRI strategies.
529 College Savings Plan Assets Grew 21% in 2013
Report finds new options give financial advisors opportunity to add value; ETFs lag in 529 plans while use of 'exotic' asset classes increases.
November Hedge Fund Returns Eat Broader Market’s Dust at 1.1%
Year-to-date aggregate returns stand at 2.9%, compared with 14% for the S&P 500.
10 Big Economic Predictions for 2015: BofA Merrill Lynch
BofA Merrill Lynch Global Research released its annual year-ahead outlook, seeing strong fundamentals and robust growth in the U.S.