Robin John is a man of faith. Religious faith, certainly. But perhaps more importantly to his investors, he has faith in companies that create value for their owners by—yes, we’ll say it—making the world a better place.
AARP’s Public Policy Institute has released a new report that highlights the growing importance of family caregivers that makes numerous policy recommendations in a number of categories. Here are 12 of the most interesting ones.
Banks are enacting a novel strategy in their attempts to retain younger clients—training camps for clients’ children on responsibly handling wealth, including how to purchase art. On its face, this strategy makes a lot of sense. But a little knowledge can be very dangerous.
In an interesting turn of events on Tuesday, Republican presidential candidate Rand Paul was named as one of seven plaintiffs in a suit against the Internal Revenue Service and the Treasury Department.
Here are a couple of useful resources that advisors should be aware of that can both help your clients and their families avoid sticky end-of-life situations, keep you in the estate planning loop and, potentially, act as nice value adds as well.
A federal district court judge ruled that the U.S. Department of Education can base its determination as to whether a student attending a for-profit college or vocational school is eligible for financial aid on past graduates' abilities to pay off their debts.
Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More