Americans’ Financial Satisfaction Highest Since 2007: CPA Group
But Brexit may mean more pain for consumers going forward, AICPA says.
Global Investors’ Cash Hits Record Level: Merrill
Allocation to equities dropped to the first underweight reading in four years, according to the BofA Merrill fund manager survey.
Fidelity Charitable Wants to Help Advisors Provide Philanthropy Services
The new program provides education and counseling to help advisors incorporate philanthropic planning and sophisticated giving strategies into their service offerings.
4 Types of Affluent Gen Xers and Millennials and How They Invest
These four investing styles are common among younger age groups.
U.S. Home Prices Near Their 2006 Peak: Black Knight
U.S. home prices gained 1.1% in May and are up 5.4% year over year, according to the latest Black Knight home price index.
ETF Assets Set Records in June
Fixed income exchange-traded funds and products led asset gathering in first half, according to ETFGI.
25 Best Countries for Retirement Security: 2016
Is the U.S.A. number one? Not even close when it comes to its retirement system, according to Natixis.
Fidelity, Schwab, NPT Report Strong Giving From Donor-Advised Funds
Organizations focused on education, cancer research, human services and feeding the hungry were among the main recipients of grants recommended by donors.
Foundations Slowly Come Around to Responsible Investing
A third of U.S. foundations are using or considering responsible investing strategies, a survey found, but obstacles remain.
Kleintop: 3 Reasons to Stay Globally Diversified
Investors who retrench after the Brexit vote could miss out on the next "investing megatrend," Schwab strategist Jeffrey Kleintop says.