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.
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.