RIAs Rarin’ to Compete in 2015: TDAI Survey
“The steady movement of assets into the independent wealth management channel shows no signs of slowing,” TDAI's Nally said ahead of the firm's national conference.
Interest Rates Are Advisors’ Biggest Concern: Fidelity Poll
Advisors are balancing an expected rise in interest rates with generating steady income for clients in the current low-rate environment, a Fidelity poll found.
Fidelity, Schwab: Donors Felt Extra Generous in 2014
Both of the big donor-advised fund sponsors reported big increases in grants by account holders, driven partly by Ebola and other health-related causes.
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.