9 Best U.S. Cities for Advisors to Find Clients: 2015
These cities have the highest number of wealthy households with the fewest advisors to serve them.
Experts: ‘Post-DOL World’ Is Coming
The FSI left attendees of the Financial Advisor Summit with a sober reminder of what lies ahead: a final version of DOL's new fiduciary rule is expected in early 2016.
Donor-Advised Fund Juggernaut Continues to Dominate Charitable Giving
However you measure their growth, donor-advised funds as charitable giving vehicles are on a roll.
Why Advisors Ignore ESG Investing at Their Peril
Advisors who fail to understand the growing popularity of investing according to environmental, social and governance principles risk falling behind their competition.
Threat of Cyberattacks Could Now Affect Moody’s Ratings
Moody’s identifies three key factors it will look at to determine a credit impact associated with a cyber event.
Top 10 Ridiculous Luxury Christmas Gifts: 2015
If price is no object, these presents will look perfect, and perfectly ridiculous, under the Christmas tree this year.
Giving Back Has Made This 41-Year-Old Billionaire Less Popular
After making $4 billion, ex-Centaurus Advisors manager John Arnold closed his fund, grew a beard and started a foundation. So why do people dislike him?
U.S. Advisor Population Grows, but ‘Succession Cliff’ Looms
Cerulli reports the first headcount rise in nine years but projects a decline after 2020.
Diamonds Truly Are Forever, and a Very Good Long-Term Investment
White diamonds get all the attention, but they are not the most valuable. These diamonds are worth a lot more.
7 Critical Insights on How Wealthy Families Talk About Money (or Don’t)
The communication gap in many high-net-worth families fuels conflict and isolation, SEI finds.