When Clients’ Mental Capacity Diminishes: An Advisor’s Role
Here are the signs of dementia and other forms of cognitive decline, and how advisors can help the client and her family while protecting themselves.
Foundations Adjusting to Lower Returns, for Now
Private and community foundations are holding spending steady amid lower returns, but can they live with middling investment performance in the long run?
Cybersecurity ‘Everyone’s Problem,’ Says Ex-NYPD Chief Ray Kelly
Ray Kelly says the entire management team, ranging from a company’s CIO to its CEO, needs to be involved with a business continuity plan.
How to Build Tax-Efficient Withdrawal Strategies for Retirement
Tax advisor Robert Keebler lays out a timeline for creating "tax alpha" for clients.
4 Trends Driving DC Plan Management: SEI
One big trend: The fiduciary burden for plan sponsors is increasing.
Vanguard, Fidelity Charitable Name New Execs
Vanguard Charitable has a new CFO, and Fidelity Charitable recently named a new president.
Back-to-School Tax Scams on the Rise: IRS
IRS is warning of telephone scammers targeting students and parents demanding payments for nonexistent taxes, such as the “Federal Student Tax.”
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)
Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
College Costs: Kids’ Expectations vs. Parents’ Ability to Pay
Most children think their parents will pay all their college costs, but parents, many with their own student debt, have different ideas, a survey found.
‘Equity’ Movie: Backstabbing, Sexism and Ruthlessness on Wall St.
"Equity" producer and co-star Sarah Megan Thomas talks to ThinkAdvisor about telling the story of women and "the gray lines of power on Wall Street."