U.S. Investors Turn Risk Averse at Year-End: State Street Survey
The State Street Investor Confidence Index finds global investors upbeat, unlike their North American counterparts
Chan Zuckerberg Philanthropy Reboot Will Build on Lessons Learned
Lessons learned from Zuckerberg's “flubbed” Newark school reform effort will inform the couple’s new philanthropic venture, says Priscilla Chan.
These Will Be Wall Street’s Most In-Demand Jobs Next Year
Job cuts and shrinking bonuses dominated headlines from Wall Street this year, so it’s easy to forget pockets of the industry are booming.
NPT’s Heisman: Why Donor-Advised Funds Are Surging
National Philanthropic Trust CEO and Wharton lecturer Eileen Heisman talks to ThinkAdvisor about DAFs' popularity and the Chan-Zuckerberg initiative.
How to Protect Inherited Retirement Assets
Designating a beneficiary for clients’ retirement accounts doesn’t guarantee the assets will be properly distributed, lawyer John Goralka warns.
Tax-Cut Bill, Passed by House, Makes These Charity Tax Breaks Permanent
The $650 billion tax-cut measure the House overwhelmingly approved made several charitable tax incentives permanent.
How Advisors Can Ensure Client Loyalty
Affluent investors tend to be very loyal to certain service providers, such as doctors. What about to their advisors?
Growth in Number of Female Billionaires Outpaces Males: Study
The ultra-wealthy population is slowly changing to look more like the general population — more women, more diverse.
Think Robos Don’t Appeal to the Wealthy? Think Again
Capgemini report finds great majority of younger HNWs would let a robo-advisor manage most of their wealth. They're also more likely to leave their advisors.
DOL Fiduciary Rule, Tax Extenders Hang in Balance as Spending Bill Deadline Looms
This week is the "most crucial" for Washington this year as a trifecta of events converge, says investment strategist Greg Valliere.