The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
Top 20 Richest Colleges for 2013: The Biggest Endowments
Of the 835 colleges studied, endowments rose by an average of nearly 12% in the fiscal year ending in June 2013.
‘Brutalized’ Breakaway Brokers Speak Out: 7 Stories From the Road to Independence
From “pain and humiliation” to a “quite positive” experience, seven brokers tell ThinkAdvisor their stories of breaking away.
Ryan Budget Seeks to ‘Tighten’ SEC’s Belt
But SEC Chairwoman Mary Jo White told lawmakers the same day that there was "an immediate and pressing need" for more funding for advisor exams.
GOP Tax Reform’s Effect on Charitable Giving
The comprehensive tax reform proposal Rep. Dave Camp, R-Mich., introduced in February would make significant changes to charitable contributions.
Senate Finance’s Wyden Set to Move on Tax Extenders
Chairman Wyden, determined to make this the “last time we do extenders,” hopes to use this chance “to reform the broken tax code.”
Camp: Tax Overhaul Is ‘Moving Forward’
Chairman of the House Ways and Means Committee tells Bloomberg TV that despite opposition, he's got “a lot” of GOP and Democratic backers.
Camp’s Tax Plan Unlikely to Pass but Sure to Ignite Debate
Though Rep. Camp's tax plan is highly unlikely to become law this year, retirement planning advocates weighed in.
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.
Top 5 Issues Reshaping Retirement Planning in 2014
These are the biggest forces shaping the new reality of retirement. Be prepared.