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.
Finke: What Do Lifetime Income Projections Achieve?
Proposed rules mandating retirement income estimates hold promise and pitfalls, Michael Finke says.
Neil Weissman has moved rapidly to build a thriving practice.
Web Expert Unveils Social Media’s Untapped Client Riches
Clara Shih is on a mission to help advisors win new clients, build stronger relationships with current ones and bolster their brands via “social selling.”
Top 10 Richest Colleges for 2012—The Biggest Endowments
After a big year in 2011, these 10 colleges’ funds rose at a much slower rate last year.
Cetera’s Barnaby Grist Leaving BD to Care for Family
Barnaby Grist, EVP of wealth management, preached that health and family come first to his team at Cetera, and now he’s putting the belief into practice.
Currency Manager Merk on Cyprus and Why PIMCO’s El-Erian Is Wrong
Merk doesn’t buy the PIMCO chief's argument that time will heal the crisis.
President Romney’s Cabinet: Who Would He Choose?
If Gov. Romney wins the election, his Cabinet will take a very different direction on economic policy than Obama’s. Here are some of the choices to head those key posts.
IRS’ Top 10 Richest Nonprofit Charities
More than 315,000 nonprofit charities reported nearly $2.5 trillion in assets for tax year 2008, according to the IRS, with universities and large hospitals dominating the top 10.
Investor Pitfalls, Profits Abound Depending on Political Winds: Janus Panelists
The health care plan, fiscal cliff and even food sources could affect stocks.