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.
Global Alternative Assets Jumped to $6.3 Trillion in 2014
The world’s 100 largest alternative investment managers had $3.5 trillion in assets under management in 2014.
10 Women Who Are the Wealthiest People in Their States
A fifth of the states have a woman as their richest resident, a Forbes list shows.
Generating Returns While Protecting Portfolios From a Crash
Because stocks have continued to trend higher for so long, there is a growing sentiment that the other shoe may be about to drop.
For Divorcing Women, Becoming Financially Knowledgeable Is Crucial
More older women are getting divorced, and if they have delegated financial decision making to their spouses, they need to raise their financial knowledge fast.
Alternative Assets Will Grow to $15.3 Trillion in Five Years: PwC
AUM will grow fastest in the developing world, the study predicts.
Global Wealthy Want More Real Estate
A Savills/Wealth Briefing survey of private bankers and wealth managers found that 91% of global HNWIs want to increase or maintain their real estate holdings.