Breach of Trust by 401(k) Trustees?
Mutual fund families, despite serving as retirement plan fiduciaries and hosting “open architecture” plans, nevertheless favor their own fund offerings, according to new research.
Charitable Giving Linked to Higher Stocks, Not Lower Taxes
The stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.
Sentimental Fools: Pity the Poor Mutual Fund Investor
Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.
Wealthy Donors Committed and Engaged: BofA Study
Last year, individual Americans gave more than 70% of the nearly $300 billion donated to charity, and about half that amount came from the wealthiest 3% of households, according a new study.
Boomer Women Much More Charitable Than Male Counterparts
A new study has found that women born during and before the Baby Boom gave more to charity than their male counterparts.
Dan Ariely’s 6 Rules to Fight Bad Decision-Making Under Stress
Behavioral economist and "Predictably Irrational" author Dan Ariely says being good or bad depends on how many tempations we've fought that day.
Five Good Questions for Tadas Viskanta of Abnormal Returns
The author says that active investors need to be aware that the odds are against them and that there are real costs, both explicit and implicit, in taking such an active approach.
Midsize Nonprofits Fall Short in Financial Knowledge: New Study
Gaps in financial knowledge exist among professionals at midsize nonprofits, with serious implications for those organizations and the donors who place their trust in them, according to a new study by the Center on Philanthropy at Indiana University.
Raymond James Recruits $2.7 Million Advisor Team
Raymond James added a $2.7 million team to its ranks, the broker-dealer announced Tuesday.
5 Online Tools to Facilitate Charitable Giving
Many donors, especially those who are planning large gifts, want to know how to make their gifts more effective or to fill gaps in funding. Several online providers can meet these needs.