How Indexing Distorts Investment Reality
Index funds’ growth brings investing into uncharted territory.
How to Channel Bill Gross and Maximize Clients’ Charity
As PIMCO's bond king upstages Gates and Buffett, here's how you can help clients respond to inequality.
Bill Gross and His Wife Commit Entire Fortune to Charity
Bill Gross and Carl Icahn got into a verbal boxing match about philanthropy last week.
Top 10 Mega-Wealthy Donors in 2012
The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.
Buffett’s Gift Tops 13 Biggest Donations of 2012
Warren Buffett pledged more than $3 billion in 2012, making him the most generous donor among America’s biggest philanthropists, according to a survey released by The Chronicle of Philanthropy.
New Foundation Center Tool Tracks ‘Giving Pledge’ Donors
A new tool on Foundation Center's website monitors Giving Pledgers' activities as part of its 2020 strategic plan to encourage greater transparency in philanthropy.
George Soros’ 8 Bold Predictions From the ‘Tiger Den’
At Tiger 21 event, Soros was asked for his predictions on everything from Jon Corzine going to jail to Obama's re-election chances.
‘Soros Won’t Be Last’ to Quit Over Dodd-Frank: Deloitte Manager
George Soros’ recent announcement that he would henceforth manage only his family’s money did not surprise Ellen Schubert, chief advisor to Deloitte’s hedge fund practice. Schubert, in an interview with AdvisorOne, says others will follow.
Icahn to Return Hedge Fund Investors’ Money
Carl Icahn, billionaire hedge fund manager, has headed for the exits, along with other managers who have decided that the headaches of risking other people’s money are not worth it.
Give It Away Today
Advisors to affluent families have often used anecdotes about well-known individuals as a more memorable and persuasive way to discuss different aspects of financial planning.