Wealth
News & Analysis
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30 Best Paying College Majors: 2013
Looking for the big payday after college? The rankings of these majors are based on data collected from 1,000 universities and graduates with bachelor’s degrees.
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Senate Finance Mulls Charitable Giving Reform
Overhaul of the charitable deduction and the political involvement of tax-exempt groups are two areas senators should examine, their staffers...
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How to Handle Collectibles as Client Assets
Estate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.
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7 Famous Dads Who Make Good Financial Role Models
Despite their wealth and fame, these celebrity fathers have a set a good example in frugality for their kids to...
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How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2
Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of “gamma” whose applications...
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Finke Says Jump in Rates No Panacea for Savers, Retirees: Live Blog, Day 1
Perusing some investment literature in the Morningstar conference's lonely press room, I see an old retirement report and a conflicting...
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Making an Impact in Challenging Times: A Profile of Donor Advised Funds' Giving
Fidelity Charitable's comprehensive report on the giving patterns of donor-advised funds shows DAFs are seen as a ‘ready reserve’ for...
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More News & Analysis
- Vanguard Study Boosts TDFs, Plugs Financial Advisors
- 10 Worst Charities in America
- Philanthropy by Big Companies Rose During Slow Recovery
- Millionaires’ Biggest Financial Regret
- Curian Survey: Advisors Surprise on Interest Rates, Social Media
- A Startling Illustration of Globalization’s Investment Impact
- Net Capital Gains Plunged 90% During Financial Crisis: IRS
- 5 Best Bits of Advice for College Grads: 2013
- Smaller Foundations’ Endowments, Giving Increased Sharply in 2012
- Foundation Trends on Giving Beam a Ray of Hope to Marginalized Groups
Blogs
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Jim Hageman, ACE Private Risk Services
Caution: Clients Who Volunteer Unknowingly Put Assets at Risk
Umbrella and charitable directors and officers’ insurance can provide affordable protection for boomers who want to give back to the...
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Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.
The Not-So-Irrevocable Trust: Unlocking Trust Assets
There are many reasons a client might want to preserve an irrevocable trust, but after the fiscal cliff deal, there...
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Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.
HSAs: A Powerful Tool for Covering Clients’ Higher Health Care Costs Under ACA
The looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they...
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Event Spotlight
Think Retirement Income
October 10-11, 2013
Hyatt Regency, Boston, MA
The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice.
For more information, visit www.thinkretirementincome.com.
Resource Library
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Onward and upward: moving for greater potential opportunity
Our latest research, the 2013 Fidelity Insights on Independence Study, examines trends and experiences among...
Working Smarter: Building and Growing Your Independent Practice
This paper offers the basics of structuring a business, insights into industry best practices, and...
How Investing in an ECM System is Proven to Increase...
This white paper analyzes the ROI that emerging, established, and enterprise RIAs could get from...
Complete Your CFP(R) Certification Education in Only 12 Months
A 2012 survey to determine the earnings growth of CFP® professionals found that advisors with...
Move to a Better Career Opportunity with More Independence
Thinking about switching firms, whether it's for the potential to earn more money or to...
Understand the #1 Alternative Asset for Self-Directed Investors - Real...
Are you prepared to offer innovative alternative investment solutions to your clients and explain the...
Sales & Onboarding - Your Last Chance to Make a...
Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Advisor Tools
Business Evaluator
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.
