Capital One to End Commissions in Advised IRAs
The brokerage firm, which has roughly $25 billion of assets, makes the move in response to the DOL fiduciary rule.
Surge in Donor-Advised-Fund Growth Continued in 2015: NPT Report
National Philanthropic Trust predicts continued growth in contributions.
The ‘Big Trump Rethink’ on Economy: HFE Economists
Markets are hoping Trump will be practical and market friendly but don’t know yet if that will be the case, according to economist Carl Weinberg.
Should Students Be Financially Literate Before They Take on College Debt?
Financial literacy courses could help student borrowers avoid delinquency or default, according to the director of GW's financial literacy center.
7 Steps Wealthy Are Taking to Reap Trump’s Tax Bonanza
Even middle-income Americans are moving to profit in 2016 from lower taxes in the future.
Trump’s Campaign Pledges Would Slash Some Nonprofits: Philanthropy Report
Caps on deductions and slashed spending would cut many charities to the bone, according to The Chronicle of Philanthropy.
The 5 ‘Mega Trends’ Remaking Wealth Management
Laser App published the first in a series of white papers detailing the trends and the effect they’ll have on the wealth management industry.
Prepping the Winter Home
For many HNW individuals, homes in wintry climates can present extraordinary financial risks, from burst pipes in kitchens to ice damming at roof edges.
16 Best & Worst 529 College Savings Plans of 2016: Morningstar
Of the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
Pensions, Endowments Reap Best Quarterly Returns Since 2014
Larger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.