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.
Billionaires: Where They Are, What They Want
By Bernice NapachTwo-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
May 20, 2015
Once-unthinkable criminal pleas by U.S. banks get investor ‘meh’Five of the worlds biggest banks will pay $5.8 billion in fines.
May 18, 2015
30 Worst Paying College Majors: 2015Data collected by PayScale shows the university degrees with the least payback.
May 13, 2015
Socially Responsible Investing: A Way to Attract Younger ClientsMore than one-quarter of investors under 45 allocate at least 25% of their investable assets in socially responsible companies, according to a new survey from Spectrem.
May 12, 2015
Successful Impact Investing: Embracing Faith-Based Screens for Top ReturnsThere is no need to sacrifice values for strong investment performance, says GuideStone's Ron Dugan. Lipper agrees.
May 12, 2015
Bill Gross Lives ‘Quiet’ Life; Gives ‘Staggering’ Amount AwayGross and his wife plan to donate nearly all their wealth. Meanwhile, they keep a low profile and go to bed early, he says.
May 08, 2015
New DAF Enables Donors to Fund Individual ResearchersBenefunder has introduced a donor-advised fund to which, it says, advisors can direct clients who want to support research in areas of their interest.
May 05, 2015
How to sell insurance to womenThe president of Prudential's agency distribution tells how financial professionals can work more effectively with women.