Raymond James Highlights Women’s Achievements, Tech Updates
The firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.
Less Affluent Americans Boost Charity; Wealthy Donors Tighten Belts
Despite earning less, middle- and lower-income Americans have increased the share of their income thay give to charity since the recession.
IRS Prods Lawmakers to Pass Tax Extenders
Senate Finance Chairman Wyden prodded Congress after the IRS warned that failure to act could disrupt tax filing season.
Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.
Family Offices Globally Show Significant Similarities: Study
The average family office portfolio returned about 9% in 2013, the UBS/Campden study found.
Wealthy Investors Worry About Digital Security but Fail to Protect Assets
Investors are concerned about protecting both their financial data and their online reputations, a study found.
3 Ways to Boost Impact Investing, Spur Millennial Investors
Wealthy millennials are twice as likely as their grandparents to use their investments for social impact.
3 Trends for Newly Wealthy Families
With most U.S. wealth being first-generation wealth, it’s not about preparing the money for the family so much as preparing the family for the money.
Deadline for Undoing IRA Conversions Approaching Fast
The deadline for “recharacterization” of assets that were moved from one form of an IRA to the other is Oct. 15.
Some Female Nonprofit Execs Earn 23% Less Than Men
Also, bigger nonprofits were less likely than smaller ones to have female CEOs, a report from GuideStar found.