Now Is the Time for Charitable Lead Trusts
For clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
How the Age Wave Is Remaking Financial Advice
For advisors, growing numbers of older Americans mean new responsibilities—and golden opportunities.
Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
Russell Investments Chief Economist Dueker Found Dead
Mike Dueker, the chief economist at Russell Investments, was found dead at the side of a highway that leads to the Tacoma Narrows Bridge in Washington state, according to the police.
Ex-NBA Star Detlef Schrempf: From Top Scorer to Top Advisor
The former Pacers and Sonics star talked with ThinkAdvisor about his second act at Athlon Ventures and Coldstream Capital Management.
Is the Dow Hazardous to Your Health?
It’s not a figurative question, as new research indicates that poorly performing markets result in an increase in health risks, homicides and suicides.
13 Ex-Football Players and Finance: The Good & the Bad
After success of varying degrees in the NFL or college football, nine former players took the high road and four others the very low road.
Is SEC Really Too Cozy With Wall Street?
Revelations of the close ties between a former SEC commissioner and key SEC policymakers are reviving questions about a so-called “revolving door” in which the lure of future high-paying jobs may improperly influence government decisions.
Investing and the Aging Brain: ‘What Do I Do When I Get Stupid?’
Financial decision-making ability peaks in middle age. Plan accordingly.
Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?
U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.