Cash Is No Longer King: BlackRock Survey
Institutional investors globally look to real assets in 2017.
Fidelity, Vanguard Report Increases in 2016 Charitable Giving
Fidelity Charitable has surpassed its goal of granting $25 billion in its 25 years, the DAF provider said.
College Endowment Returns Negative in Fiscal 2016
Long-term returns are short of what the endowments need to maintain their purchasing power, a NACUBO-Commonfund report says.
Study Finds Parent-Child Disconnect on Discussing Estate Plans
Fidelity has introduced an online tool to facilitate the estate planning process.
Global Pension Assets Rose to $36.4T in 2016
“Pension funds worldwide made some progress against their headwinds in 2016,” Roger Urwin of Willis Towers Watson said.
Schwab Charitable Donors Granted $1.5 Billion in 2016
A popular donor strategy — and a smart tax move — was to contribute noncash assets, Schwab reported.
Americans’ Financial Satisfaction Dips Slightly in Q4: AICPA
But the accounting group's report still found satisfaction was up from a year ago.
Half of Americans Worry About Rising Interest Rates: Survey
The chief cause for worry was the effect of rising interest rates on the stock market, Bankrate reported.
Sustainable and Impact Investing in U.S. Surges by 33%: Report
Investors are demanding more consideration of environmental, social and governance factors, US SIF reports.
Top 15 Countries for U.S. Expats to Thrive
Living abroad helps expats more rapidly meet their long-term financial goals, HSBC says.