Gender Differences Matter When Couples Donate to Charity
When a couple's income jumps, how is their charitable giving affected? It depends on whether the man or the woman got the raise.
Top Portfolio Products: New ETFs From State Street and Direxion
Hedge your currency risk or double down on a leveraged sector stock bet? That's what some of this week's new portfolio products offer.
School Daze: Limiting Liabilities of College Students
It’s understandable that college students will make poor decisions, but ensure your clients are protected from those risky choices.
4 Ways to Prepare Families for a Smooth Wealth Transfer
When wealth holders team up with a savvy advisor to teach their children how to manage wealth responsibly, many problems can be avoided.
No Taxation With Diversification
An exchange fund — aka a stock swap fund — can help clients diversify out of their concentrated holdings without the immediate tax hit.
Ultra-Wealthy Buy Luxury Homes for Diversification, Foreign Citizenship
Ultra-wealthy individuals globally are increasingly confident in real estate purchases, Wealth-X and Sotheby’s reported.
DOL Fiduciary Proposal Must Be Broader: Bobby Monks
“Broken” U.S. financial system filled with intermediaries whose fees leave investors poorer.
10 Wealthiest Couples in the World
Wealth-X reports wealth of six on list is self-made, and of four inherited
Bronfman E.L. Rothschild, Highline Wealth Form $3.6B Firm
Neal Simon, Highline's founder, will be CEO of the combined RIA group.
Advisors Must Use a 'Gender Lens' to Better Serve Women Clients
The founder of Wealthrive says advisors must approach women's financial needs in a more nuanced manner if they expect to adequately serve them.