Technology Will Continue to Transform Independent Advice, and Advisors
The history of the independent advice model confirms that technology empowers independent advice. It will continue to do so.
Preparing Clients for Some Gloomy Possible Futures
Even if you don't believe in these gloom-and-doom scenarios, your clients will want to know how you're protecting them.
Global Philanthropists Put Growing Demands on Advisors
Advisors need more tools to add value for increasingly sophisticated overseas donor clients, says Maggi Alexander of The Philanthropic Initiative.
Should 401(k)s Have Bitcoin?
Its advocates acknowledge it's a risky investment but, they say, acceptance is growing, as is interest from institutional investors.
Why the Super-Rich Face Growing Risk
Huge fortunes now depend on a precarious stock market.
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers Tips
M*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
15 Most Generous American Donors in 2013
The Chronicle of Philanthropy’s annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
Giving Pledge Draws ‘Paltry’ Interest Among Billionaires
Wealth-X investigates why only 5% of the world's billionaires have signed the Buffett-Gates pledge to leave half their wealth to charity.
America’s Cup and What Larry Ellison Can Learn (Next Time)
As San Francisco gears up to host another sailing contest, there's a chance to put philanthropy (and sportsmanship) ahead of other priorities.
2 Reasons You’re Not Getting More Clients
Beware these mistakes that can drive prospects away.