Why Advisors Should Care Who Clients Follow on Twitter
Investors following social media can quickly form opinions that lead to actions that might not necessarily be to their advantage.
17 Wealthy Families, Individuals Sign Gates-Buffett Giving Pledge
The pledge encourages billionaires to give the majority of their wealth to philanthropic causes.
Fidelity Charitable Wants to Help Advisors Provide Philanthropy Services
Fidelity Charitable introduced its Charitable Planning Practice Management program on Tuesday.
Top Portfolio Products: ARK Launches 3D Printing ETF
The PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
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.
Tweaks to Reverse Mortgage Rules Could Reduce Defaults: Boston College
HUD changes implemented in 2013 and 2015 could trim default rates on reverse mortgages, a Boston College study found.
BD Lobby Group to Fight New Financial Transaction Tax Bill
Rep. Peter DeFazio introduced a bill Wednesday that would levy a tax on most financial trades. FSI has made it a "top priority" to fight similar bills in the states.
Gundlach: Low Yields Leading to ‘Mass Psychosis’
The market is full of madness, but there are still opportunities to watch for, said DoubleLine CEO Jeffrey Gundlach.
Top 10 Tax, Estate Planning Issues for Same-Sex Couples
“Today, there are opportunities and protections within reach for same-sex couples that were unavailable during most of American history,” says lawyer John McManus.