About the Author
Michael S. Fischer
Michael S. Fischer is a regular contributor to AdvisorOne, focusing on tax and estate planning, philanthropy and other wealth management issues. He previously wrote about alternative investments as managing editor at MARHedge and as senior financial correspondent at Thomson Reuters.
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By Michael S. Fischer |
May 3, 2013
The more banks connect digitally with their clients, the greater the chance they have to inspire brand loyalty, according to the SEI Futurewealth report.
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By Michael S. Fischer |
April 29, 2013
Wealthy black Americans feel better off than they did five years ago, and think the country is better off as well, according to new research by Northern Trust.
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By Michael S. Fischer |
April 25, 2013
Charitable giving in the U.S. will total $383 billion in 2013, up 3.9% from 2012, according to a new forecast from the Atlas of Giving.
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By Michael S. Fischer |
April 23, 2013
Of gifts to nonprofits of at least $1 million, 47% of the donations and 52% of the dollar value came from donors in the same state from 2000 to 2011, according to a new study.
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By Michael S. Fischer |
April 22, 2013
Investors around the country see the economic picture looking brighter. But how much brighter depends, in part, on where they live.
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By Michael S. Fischer |
April 18, 2013
Tiger 21’s cohort of wealthy investors increased their private equity allocations by three percentage points in the first quarter, up from 19% in the fourth quarter of 2012.
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By Michael S. Fischer |
April 16, 2013
Wealth management firms will focus on leveraging technology to provide a better experience for clients and advisors over the next two to five years, according to a new survey released Monday by Ernst & Young.
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By Michael S. Fischer |
April 15, 2013
CIBC said it would acquire Atlantic Trust for $210 million in an all-cash deal.
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By Michael S. Fischer |
April 12, 2013
Overall charitable giving in the U.S. last year was relatively flat, but online giving saw double-digit growth, according to recent research by Blackbaud.
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By Michael S. Fischer |
April 9, 2013
A group of donor-advised fund sponsors and nonprofit groups have developed a widget designed to help nonprofits simplify charitable giving and tap into DAFs.