Family Offices Globally Show Significant Similarities: Study
The average family office portfolio returned about 9% in 2013, the UBS/Campden study found.
3 Ways to Boost Impact Investing, Spur Millennial Investors
Wealthy millennials are twice as likely as their grandparents to use their investments for social impact.
3 Trends for Newly Wealthy Families
With most U.S. wealth being first-generation wealth, it’s not about preparing the money for the family so much as preparing the family for the money.
Some Female Nonprofit Execs Earn 23% Less Than Men
Also, bigger nonprofits were less likely than smaller ones to have female CEOs, a report from GuideStar found.
Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
Vanguard, Schwab, Fidelity Share Update on DAFs
Recent research shows donor-advised funds are a growing area for engagement between financial advisors and clients.
6 Reasons Advisors Can’t Afford to Ignore Clients’ Philanthropy
Chicago-based philanthropic consultant Ken Nopar talks to ThinkAdvisor about how helping clients help others can help an advisor’s bottom line.
12 Hottest U.S. Cities for Millionaires
Here are the cities with the fastest growing populations of high-net-worth residents. Some of them may surprise you.
Helping Clients Avoid the IRS on Tax-Free Inherited IRA Rollovers
IRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
How to Join 9,000 Taxpayers With Romney-Sized IRAs
If it seems impossible to amass a fortune in an IRA during your lifetime, think again.