The $20 Billion in Private Equity Fees Most Investors Don’t Know About
PE funds earn billions in carried interest and management fees. But other fees, charged to company boards, are more contentious, according to an Oxford paper.
Tax-Cut Bill, Passed by House, Makes These Charity Tax Breaks Permanent
The $650 billion tax-cut measure the House overwhelmingly approved made several charitable tax incentives permanent.
How Advisors Can Ensure Client Loyalty
Affluent investors tend to be very loyal to certain service providers, such as doctors. What about to their advisors?
Ultra-Wealthy Donors Worldwide Gave $112 Billion to Charity in 2014
Wealth-X and Arton Capital's annual giving report focuses this year on Syrian refugees, saying about $800,000 from each HNWI could feed and shelter them all.
How UHNW Millennials View Their Wealth and the World
Ultra-wealthy millennials like the financial advice they receive but see room for improvement.
More Americans Will Make Financial Resolutions in New Year
Americans may be less complacent after the recent market volatility, Fidelity suggests.
Single-Family Offices Drawn to Private Equity
A new study released Thursday by iCapital Network breaks down family offices' favorite investments.
RIAs Are Big Favorite of Retirement Plan Sponsors Over Non-RIAs
A big reason plan sponsors like RIAs is that they use the same “investor-first approach” as they do with other investors, TD Ameritrade survey finds.
Retirement Providers Will Increase Auto Enroll, Default Contribution Rates
Mobile technology will help meet challenges of dispersed workplace, Transamerica survey finds.
Top 10 ETF Winners and Losers for November
ETF.com breaks down which funds gained and lost the most assets in November. ETFs focused on U.S. stocks were the big winners.