Indiana University

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  Chasing Big Donations? Think Local

  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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  Breach of Trust by 401(k) Trustees?

  By Gil Weinreich, AdvisorOne  |  February 4, 2013

  Mutual fund families, despite serving as retirement plan fiduciaries and hosting “open architecture” plans, nevertheless favor their own fund offerings, according to new research.

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  Charitable Giving Linked to Higher Stocks, Not Lower Taxes

  By Gil Weinreich, AdvisorOne  |  January 24, 2013

  The stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.

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  Sentimental Fools: Pity the Poor Mutual Fund Investor

  By Michael Finke  |  November 21, 2012

  Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.

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  Wealthy Donors Committed and Engaged: BofA Study

  By Michael S. Fischer  |  October 31, 2012

  Last year, individual Americans gave more than 70% of the nearly $300 billion donated to charity, and about half that amount came from the wealthiest 3% of households, according a new study.

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  Boomer Women Much More Charitable Than Male Counterparts

  By Michael S. Fischer  |  August 27, 2012

  A new study has found that women born during and before the Baby Boom gave more to charity than their male counterparts.

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  Dan Ariely’s 6 Rules to Fight Bad Decision-Making Under Stress

  By Joyce Hanson, AdvisorOne  |  August 15, 2012

  Behavioral economist and "Predictably Irrational" author Dan Ariely says being good or bad depends on how many tempations we've fought that day.

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  Five Good Questions for Tadas Viskanta of Abnormal Returns

  By Bob Seawright, Madison Avenue Securities  |  May 4, 2012

  The author says that active investors need to be aware that the odds are against them and that there are real costs, both explicit and implicit, in taking such an active approach.

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  Midsize Nonprofits Fall Short in Financial Knowledge: New Study

  By Michael S. Fischer  |  March 1, 2012

  Gaps in financial knowledge exist among professionals at midsize nonprofits, with serious implications for those organizations and the donors who place their trust in them, according to a new study by the Center on Philanthropy at Indiana University.

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  Raymond James Recruits $2.7 Million Advisor Team

  By Danielle Andrus, AdvisorOne  |  February 28, 2012

  Raymond James added a $2.7 million team to its ranks, the broker-dealer announced Tuesday.