What Makes Social Media Users Donate to Charity?
"Trust the messenger, not the medium" appears to be the motto of charitably inclined social media users, according to the American Red Cross.
Under the Hood: How Much Life Insurance Should You Buy?
Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.
Top 10 Cybersecurity Trends for Financial Services in 2015
Developments include threats to Middle East firms, war gaming and creation of “fusion centers.”
Where World’s Million-Dollar Donors Put Their Money
Every region's culture of charity is a little different. Here's how their biggest donors compare.
3 Reasons to Go From Hedge to Mutual Fund
Why would a fund manager trade the freedom and fees of a hedge fund for the constraints of a mutual fund? Here's one manager's reasoning.
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.