Pretty Good Week for Live Oak Bank: $200M in Advisor Loans, Plus an IPO
The bank that lends to small businesses held a successful IPO in the same week it hit the $200 million mark in advisor loans.
For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for high-net-worth clients — but should they get involved?
Tiger 21’s Ultra-Wealthy Members Pile More Money Into Real Estate
Here's where members of the ultra-high-net-worth investing club put their money in the second quarter.
Housing Market Mixed: Time to Buy or Hold Off?
Does the decline in new home sales for June and downward revisions for April and May signal that the housing rally is slowing?
4 Ways Investor Actions on Foreign Stocks Are Changing
Savvy investors should know about these four major actions changing the treatment of foreign shareholders.
Senate Panel Extends More Than 50 Tax Breaks
Sen. Orrin Hatch says the package includes widely supported tax provisions and “will provide some certainty in the tax code for the next two years.”
Schwab, Fidelity DAF Grants Set Records in 2015
Schwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.
5 Ways Advisors Can Win Affluent Millennials’ Affection: LinkedIn
A new study from LinkedIn examines what affluent millennials are looking for in a financial advisor.
Top Portfolio Products: TCW, Global X Roll Out Alt Funds
America Independence adds large-cap product, HSBC introduces fixed-income funds, and Van Eck launches a new ETF.
How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.