First Steps When a Client Couple Divorces
To begin, don't try to be a referee. And don't be hoodwinked by what appears to be an amiable split: Divorce is heart-wrenching.
Yes, a Six-Figure Income Means You’re Affluent
The mortgage interest tax deduction is largely a subsidy for the affluent, and if your household makes over $100,000, that means you, Justin Fox writes.
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for Advisors
The growth of DAFs like Fidelity’s is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
Why Clinton, Trump & El-Erian Are Wrong on Economy: First Trust Economist
It is time to stop talking about a “new normal,” says Brian Wesbury, chief economist of First Trust Advisors.
Tech Illiteracy Puts Wealth Managers at Risk
High-net-worth investors, particularly younger ones, demand high-tech wealth management, but most advisors offer no digital channels beyond email, a PwC report says.
Advisor-Sold 529 Plans Lose Market Share Even as Assets Grow
Advisor-sold 529 plans account for 46% of all 529 plan assets, but more investors are choosing direct-sold funds with lower fees, according to Morningstar.
What Wealthy Americans Have in Common
A study by U.S. Trust creates a portrait of high-net-worth Americans, focusing on their backgrounds, how they built their wealth and how they use it.
Summer Planning for Stress-Free Fun
Summer is a season of recreational fun and personal relaxation. Unfortunately, summer is also the riskiest season of the year.
SigFig Raises $40 Million
SigFig, a fintech firm that works with UBS and Pershing, says it now has over $70 million to support its tech work.
Client-Centric CEO: Raymond James’ Paul Reilly
Raymond James CEO Paul Reilly talks to Research magazine about connecting with clients, the burden of regulation and the future of full-service advisors.