BofA’s ‘Better Money Habits’ Program Can Be a Barometer for Advisors
By understanding what financial topics the general public is looking up, advisors can better anticipate where their clients need the most guidance.
Most Millionaires Don’t Stay That Way
New research shows that most Americans — even the poorest and the wealthiest — move up and down the income scale over their working lifetimes.
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.
Harold Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
15 Biggest Charitable Gifts of 2013
Fifteen Americans made gifts of $100 million or more—and one gave almost $1 billion to one lucky recipient, Chronicle of Philanthropy reported.
Jeff Gundlach Offers $1.7 Million for Return of Stolen Art
In a dramatic and at times chaotic press conference in downtown Los Angeles on Monday, star fund manager Jeff Gundlach increased the reward offered for the return of his stolen property from $200,000 to $1.7 million.
If the 2012 election campaign has plunged you into depression and convinced you that this country is going down the drain, an antidote could be a tour of a college or university campus.
Top 9 Metro Areas With Highest Pay for Advisors: 2012
In many areas high pay comes along with higher costs of living, but that's not the case for a metro area in Arkansas that's surprisingly on our list.
Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?
U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.
Ivy League All-Star Investment Team: At Point Guard, Jeremy Lin
Consider: If advisors act as asset allocation point guards for their clients, which Ivy Leaguers would you want on your team?