Focus Financial Obtains $1B for Growth
The credit facility is available to all Focus firms and will fund programs to support efforts to go independent and plan for succession.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
529 Plans: The College Savings Tool Most Families Don’t Know About
About two-thirds of families don't know what a 529 plan is, according to a recent survey. Here's what your clients should know.
Taxpayers’ Private Data Stolen From IRS Website
Identity thieves hack information of 104,000 taxpayers and net $50 million in fake refunds.
Aberdeen to Buy FLAG Capital
The move expands the asset manager's reach in the alternatives business and among investors in Asia.
Billionaires: Where They Are, What They Want
Two-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
Women: ‘The Largest Emerging Market in the World’
The conversation is shifting from "stark gender comparisons toward discussions that focus on how the investing world must adapt and embrace women," says Mellody Hobson.
Smaller Private Foundations Gave Out Much More Than Required in 2014
Foundations with less than $1 million in assets averaged distributions of 13.2%, Foundation Source reported.
Top 10 Colleges With Best Career Value: Brookings
The Brookings Institution's college rankings attempt to measure the impact each school has on grads' mid-career earnings while filtering out the impact of students' backgrounds.
Tiger 21’s Ultrawealthy Investors Expand Reach, Form Holding Company
Tiger 21, the peer-to-peer network for ultrawealthy investors, has experienced substantial growth in this decade and is looking to move to the next level.