Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
That $41 Trillion Wealth Transfer Now Officially $59 Trillion
By Gil WeinreichThe vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.
May 15, 2014
More Investors Taking Climate Change, Social Issues PersonallyIt's not just the wealthy who are looking to make an impact with their money.
May 13, 2014
10 Myths About Momentum Investing: AQR CapitalA new paper by AQR Capital Management seeks to lend intellectual respectability to oft-derided momentum investing.
May 08, 2014
Charging AUM fees does not conflict with financial planningIn what may really be my last word on the flat-fee-vs.-AUM debate, I share some cogent thoughts from readers and my cogent (I hope) responses.
May 07, 2014
Investors Pouring More Into Impact InvestmentsInstitutional investors expect to commit 19% more capital to impact investments in 2014 than they did last year, according to a recent survey.
May 07, 2014
Charging AUM Fees Does Not Conflict With Financial PlanningIn what may really be my last word on the flat-fee-vs.-AUM debate, I share some cogent thoughts from readers and my cogent (I hope) responses.
May 06, 2014
Top 10 Best-Paid Fundraisers at Nonprofit OrganizationsUpward of two dozen fundraisers at nonprofits earned more than $500,000, and two earned more than $1 million in 2011, The Chronicle of Philanthropy found.
May 02, 2014
Endowments and Foundations Confident About Economy, MarketsMore than half of respondents to an NEPC survey expect markets to show high single-digit returns this year.