Affluent Investors Put Their Hobbies Into Their Portfolios
Many Americans have a hobby. If they are well off, they are likely to combine this activity with investing.
House Passes Legislation to Encourage Charitable Giving
The America Gives More Act would make three expired "tax extenders" permanent and has two other provisions.
Kotlikoff: Investors at Risk of Wipeout, SIPC a Fraud
Economist Laurence Kotlikoff says all Americans should close their brokerage accounts immediately because of what he calls a massive insurance scam by the SIPC.
What's Driving Global Demand for Rare Stamps?
Experts highlight the short- and long-term factors behind the rising prices for these collectibles.
Fidelity Charitable Donors Granted $1.1 Billion in First Half
This was a 19% increase over the same period last year, Fidelity Charitable reported this week.
This Guy Made Advisors Lose $20 Million Accounts
Many RIA firms dread SEC audits, particularly unscheduled ones, but there’s a new auditor in town who may be looking over your shoulder.
Wirehouse Bleeding of HNW Assets Stabilizes: Cerulli
For the first time in recent memory, wirehouses are retaining their share of assets, including those of high-net-worth investors.
Alexandra Lebenthal: Who Are You Calling a Socialite?
The Lebenthal Holdings CEO on her new wealth unit, how she bought back her iconic family name from Merrill and how she recruits female advisors.
79% of Expats Considering Giving Up U.S. Citizenship: Law Firm
Almost 80% of Americans living abroad are considering relinquishing their U.S. citizenship to escape the consequences of FATCA, according to deVere Group.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.