Why a Client’s Job and Location Are Critical to Portfolio Building
For optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.
Top 10 Big Trends Among the Ultra-HNW
Knight Frank sees tremendous growth in the ultra-high-net-worth population, among other predictions for the next decade.
10 Richest Foundations Are Still Recovering From Recession
The 10 wealthiest U.S. foundations are now worth $110 billion, but are still $20 billion below their value in 2007. Only one increased its giving.
American Volunteerism Hit Bottom in 2013
The number of Americans volunteering for nonprofits hit a new low in 2013, according to an analysis of federal statistics by The Chronicle of Philanthropy.
Nonprofits Ask: What Economic Recovery?
Many charities are facing daunting financial situations and are looking at new ways to secure their future, the Nonprofit Finance Fund says.
More Money, More (Tax) Problems: How HNWs Can Reduce Their Tax Bills
Estate planning attorney Scott Squillace talks to ThinkAdvisor about how HNW clients can minimize taxes through charitable giving, loss harvesting and other strategies.
GOP Tax Reform’s Effect on Charitable Giving
The comprehensive tax reform proposal Rep. Dave Camp, R-Mich., introduced in February would make significant changes to charitable contributions.
Small Charities’ Investment Returns Trailed Broader Market in 2013
Many small nonprofits deviated from their investment strategies and failed to monitor advisor fees, Raffa Wealth Management found.
Big Foundations Replenish Coffers Gutted by Recession
New pet causes include telemedicine and fracking — yes, fracking.
Cheerfully Charitable at Schwab
Schwab Charitable's Kim Laughton gets to the nub of why advisors should make charitable planning and community activity a focus of their practices.