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.
Endowments and Foundations Confident About Economy, Markets
By Michael S. FischerMore than half of respondents to an NEPC survey expect markets to show high single-digit returns this year.
April 28, 2014
Is Ms. MD Milder Than the Male?For more than a decade, Dee Balliett partnered with her RIA husband, Gene, in financial planning seminars for doctors in the United States, Canada, the Caribbean, and Latin and South America.
April 28, 2014
10 Tips for Attracting (and Retaining) Doctor ClientsWorking with doctors as clients requires some special planning.
April 28, 2014
FINRA OKs RCAP’s Cetera Deal; Schorsch Group May Buy NorthStar RealtyCetera adds about 6,600 reps to Realty Capital's growing brokerage operations.
April 22, 2014
Why a Client’s Job and Location Are Critical to Portfolio BuildingFor optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.
April 21, 2014
Americans Feel Healthy, Not Wealthy: The PrincipalGym fees or asset management fees? More workers are putting their money on their health, according to a report by The Principal.
April 15, 2014
Top 10 Big Trends Among the Ultra-HNWKnight Frank sees tremendous growth in the ultra-high-net-worth population, among other predictions for the next decade.
April 15, 2014
10 Richest Foundations Are Still Recovering From RecessionThe 10 wealthiest U.S. foundations are now worth $110 billion, but are still $20 billion below their value in 2007. Only one increased its giving.