10 Wealthiest Couples in the World
Wealth-X reports wealth of six on list is self-made, and of four inherited
20 Best-Paid Fundraisers at U.S. Charities
Donors frown on the practice, and fellow employees resent it. Nevertheless, many charities award bonuses to their fundraisers.
Greenspan: Be Afraid, Bond Bubble Is Bubbling
Former Fed Chairman Alan Greenspan says there is an “extraordinarily unstable position” in the price-to-earnings ratio.
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.
Foundations, Endowments Buying Emerging Market Debt
Over the past decade, foundations and endowments have repositioned their market exposures away from long-only U.S. equities, according to a new report from eVestment.
Sustainable Investing: No Longer a Backwater
The great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.
Millennials’ Charity Strongly Influenced by Co-Workers
Millennial employees were 46% likelier to make a donation if a co-worker encouraged them to do so, a study found.
Charitable Giving Set Record in 2014, Growing 7.1%
Americans donated an estimated $358 billion to charity in 2014, edging past the 2007 record of $355 billion, Giving USA reported.
The 401(k) Loan: Friend or Foe for Clients?
Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
10 More Wealthy Donors Take the Giving Pledge
The global Giving Pledge initiative created by Warren Buffett and Bill and Melinda Gates has grown to 137 signatories.