Schwab, Fidelity Having Banner Year for Charitable Giving
The donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
9 Key Things Next President Should Do to Fix Economy: Brookings
Although the economy hasn’t always been the focus of this campaign, it will be among the most important challenges for the next president.
The Rich Are Also Different From One Another
For one thing, they’re much less likely to have inherited their wealth than their counterparts in many supposedly more egalitarian countries.
Millennials Lead Shift in How Donors Think About Giving
American donors are changing their approach to charitable giving and their views on how to solve a wide range of global challenges.
4 Ways to Improve Your Financial Planning Quarterback Rating
Become more familiar with your clients’ plans and serve as the quarterback to address issues before they lead to unintended consequences.
5 Big Changes Advisors Should Make by Fiduciary Rule Deadline: AssetMark
As the April 10 deadline approaches, advisors should be taking these key actions to update their practices.
Top Earners Back Clinton After Decades With GOP: Bloomberg Poll
In the poll, conducted days before the first Clinton-Trump debate, top earners favored Clinton over Trump by 41% to 37%.
More Families Saving for College but Many Not Using 529 Plans
A new survey shows close to 60% of families are saving for college, but only 37% are using 529 plans.
Why Yale Keeps Beating Harvard in the Endowment Game
David Swensen, who has led Yale’s strong performance, says his approach should not be a model for individual investors.
The Right Perspective on Low Returns
With all the talk of low returns, it's time to check in with clients on their real challenges and their best responses.