Tom James: Master of the Art of Collecting
Some people like to stay busy, even in “retirement.” The Raymond James executive chairman is building an art museum with 500 works from his collection.
Financial Services Firms’ Reputation Still Shadowed by 2008 Crisis
The 2008 financial crisis continues to shape negative consumer views of the financial services firms.
10 National Charities Called ‘Transparency Dodgers’ by BBB
Better Business Bureau charity evaluator names charities that have declined to provide detailed information on their finances.
Foundations Adjusting to Lower Returns, for Now
Private and community foundations are holding spending steady amid lower returns, but can they live with middling investment performance in the long run?
Vanguard, Fidelity Charitable Name New Execs
Vanguard Charitable has a new CFO, and Fidelity Charitable recently named a new president.
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.
17 Wealthy Families, Individuals Sign Gates-Buffett Giving Pledge
The pledge encourages billionaires to give the majority of their wealth to philanthropic causes.
Fidelity Charitable Wants to Help Advisors Provide Philanthropy Services
The new program provides education and counseling to help advisors incorporate philanthropic planning and sophisticated giving strategies into their service offerings.
Annuities as an RMD Answer: Navigating Potential Pitfalls
There are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.