3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.
Small Foundations Have Outsized Charitable Impact, and Assets Have Grown
Foundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.
Charities’ Portfolios Rose 15% in FY2013: Commonfund
Survey of 60 operating charities shows investment returns rose from 11.7% in 2012; domestic equities delivered 31%; bonds in negative territory.
Addressing the Worries of Charitable Clients
Many charitably inclined Americans are concerned about the effectiveness of their philanthropic endeavors, UBS says.
Top 20 Colleges With Most Billionaire Alumni
You don't have to have a college degree to become a billionaire, but these schools, mostly in the U.S., have churned out many of them.
Post-Recession Corporate Giving Increased at Biggest Companies
Sixty-four percent of the world's biggest companies increased their corporate philanthropy from 2010 to 2013, according to a report.
Millionaires Are Giving Back, but They’re Not Happy About It
Many philanthropists are unsatisfied with the impact their time and money have on the causes they support.
Top 25 U.S. Charities: 2014
The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
Fifth of U.S. Grant Makers Pay Their Board Members, Study Finds
Compensation is legal as long as it’s "reasonable." But what does reasonable mean?
Less Affluent Americans Boost Charity; Wealthy Donors Tighten Belts
Despite earning less, middle- and lower-income Americans have increased the share of their income thay give to charity since the recession.