Michael S. Fischer, AdvisorOne

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  Top 10 States With Most & Fewest Millionaires

  By Michael S. Fischer, AdvisorOne  |  January 7, 2013

  Rankings by Phoenix Global Wealth Monitor show some surprising findings on which states have the most millionaires.

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  Buffett’s Gift Tops 13 Biggest Donations of 2012

  By Michael S. Fischer, AdvisorOne  |  January 4, 2013

  Warren Buffett pledged more than $3 billion in 2012, making him the most generous donor among America’s biggest philanthropists, according to a survey released by The Chronicle of Philanthropy.

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  Philanthropy in 2013: Worry on Cliff Tax Changes; Impact Investing Heats Up

  By Michael S. Fischer, AdvisorOne  |  December 26, 2012

  Charities await possible changes to tax laws, as impact investing, donor collaboratives and global philanthropy show strong potential.

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  Bank of America Explores Social Impact Bonds, Report Says

  By Michael S. Fischer, AdvisorOne  |  December 4, 2012

  Bank of America may be about to take up a newly popular way to blend business and philanthropy, The Charlotte Observer reports.

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  World’s Rising Wealthy Lead Information Age: Futurewealth Report

  By Michael S. Fischer, AdvisorOne  |  December 3, 2012

  Wealthy people around the world have high levels of engagement with the Internet’s future possibilities, with important implications for the wealth management industry, according to a new study.

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  Gender Gap Exposed in Millionaires’ Financial Decision Making

  By Michael S. Fischer, AdvisorOne  |  November 30, 2012

  Fidelity study says advisors are well advised to focus on both spouses to protect client relationships.

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  Family Offices Spend Third of Time on Financial Reporting: FOX Study

  By Michael S. Fischer, AdvisorOne  |  November 20, 2012

  Done well, reports enable families to make well-informed decisions about their future.

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  Charities Bring in Bucks With Simple Touches, Survey Finds

  By Michael S. Fischer, AdvisorOne  |  November 16, 2012

  A Nonprofit Research Collaborative study found that simple things, like saying thank you and staying in touch, meant a lot to increasing donations.

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  Fidelity Charitable Offers 4 Strategies for Giving in Fluid Tax Environment

  By Michael S. Fischer, AdvisorOne  |  November 14, 2012

  Last week, Fidelity Charitable rolled out an online Giving & Taxes Center to help philanthropists find the best approaches to funding giving plans now and in the future.

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  IMCA Study Defines Practice of Wealth Management

  By Michael S. Fischer, AdvisorOne  |  November 12, 2012

  One finding of IMCA's Certified Private Wealth Advisor certification program: What defines a high-net-worth client? Start with $5 million.