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.
Financial literacy is a growth business
By Odysseas PapadimitriouAdvisor: Take the time to teach prospective clients the basics of personal finance. It will help to cultivate profitable long-term relationships.
May 29, 2014
That $41 Trillion Wealth Transfer Now Officially $59 TrillionThe vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.
May 22, 2014
From Iran Hostage to Independence: One Amazing StoryAs a Marine, Kevin Hermening spent 444 days as a hostage in Iran. Now an advisor, Hermening continues to serve with honor.
May 21, 2014
Smaller U.S. Private Foundations Thrived in 2013Private foundations with less than $50 million in assets saw their endowments grow in 2013 for the second consecutive year, Foundation Source reported.
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.