Not So Fast! Boomers Still Largest Fee Pool for Advisors
A Deloitte forecast of the wealth market in 2030 concludes that advisors would be remiss to shift focus from boomers and Gen Xers to millennials.
About That Roth Conversion Cure: Watch the Side Effect
Clients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
Top 15 Charities for 2014 Fundraising
Donor-advised sponsors have elbowed their way into the top ranks of U.S.-based charities, according to The Chronicle of Philanthropy’s list of the 400 top nonprofits.
10 Best Unusually Ranked Public Colleges: 2015
The CollegeNet Social Mobility Index aims to “recast the competition for prestige around factors that improve access, affordability and graduation.”
Top Portfolio Products: A High Dividend ETF and Climate Change Index
This week's additions also include a concentrated portfolio of stocks for companies headed by women.
IRS Announces 2016 Tax Rates, Exemptions; Boosts LTC Deductions
Low inflation leads to slight increases for top income tax rate and estate tax exclusion, but higher deductions for eligible long-term care premiums.
Protecting the Wealthy New Kids on the Block
The traditional hierarchy of younger people working for older people has flip-flopped, but many young entrepreneurs are not adequately protecting their present and future well-being.
Janney Grabs Wealth Planning Exec From Vanguard
Martin Schamis comes over to lead planning solutions for the firm's 740 financial advisors.
Protecting Clients’ High-Value Homes From Winter Cold
Planning ahead and getting proper help, now, for your HNW clients will maximize the probability of a safe, worry-free winter. After all, winter is coming.
12 Worst Financial Advisors in America: 2015
Trading on religion and military service proved to be no barrier for some errant financial advisors.