Number of Active CFP Professionals Reaches All-Time High
Since 2007, the number of CFP professionals has grown more than 34%.
In Normal Campaign Season, Candidates Could Have Tax Debate
Both Clinton and Trump evade some specifics, but there's enough for a substantive debate.
Wall Street Redoubles Fight to Manage $100 Billion of Endowments
Helping endowments manage their investments has grown into an almost $100 billion business that’s attracted stiff competition from banks, consultants and boutiques.
Back-to-School (Risk) Basics
An extraordinary array of property and liability risks confronts the parents of children away at boarding school or college.
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)
Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
‘Equity’ Movie: Backstabbing, Sexism and Ruthlessness on Wall St.
"Equity" producer and co-star Sarah Megan Thomas talks to ThinkAdvisor about telling the story of women and "the gray lines of power on Wall Street."
Top 5 Tips for Nonprofessional Trustees
Following these suggestions will help even nonprofessional trustees understand their responsibilities and avoid typical pitfalls.
A Hideaway Where Billionaires Come to Play (and Save on Taxes)
Incline Village, Nevada: Come for fun in the sun; stay for the tax advantages. Larry Ellison and Michael Milken are among this five-square-mile town's inhabitants.
Clinton vs. Trump: 2 Wildly Different Tax, Economic Plans
Moody’s economist Mark Zandi analyzes how the candidates’ plans on taxes, trade and immigration would affect the economy.
College Endowments Seen Posting Worst Returns Since 2009
Funds with more than $500 million lost 0.73%, Wilshire says; universities set to report fiscal 2016 returns in the fall.