3 Reasons to Go from Hedge to Mutual Fund
One portfolio managers explains the thinking and strategy behind such a move
What Doctors and Families Have That Advisors Don’t
The CFA Institute’s Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
Donor-Advised Fund Assets Grew to Record $54B in 2013
Contributions to DAFs totaled $17 billion in 2013, a 23.5% increase over the previous year.
Charity Gives Seniors’ Unneeded Social Security Checks to Children
Retired trial lawyer and mediator Jerry Conover thought his Social Security check was a waste of taxpayer money. So he gave it away.
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
HD Vest Reps Add $94M in AUM Thanks to Tax Talks, Tools
An enhanced software program helps reps process more client information so they can grow their practices.
Small Foundations Have Outsized Charitable Impact, and Assets Have Grown
Foundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.
Charities’ Portfolios Rose 15% in FY2013: Commonfund
Survey of 60 operating charities shows investment returns rose from 11.7% in 2012; domestic equities delivered 31%; bonds in negative territory.
3 Cool Tech Products for Advisors at T3
T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
Advisor on Mission to Make Clients—Yours and Hers—Happier
Donna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.