Fidelity Charitable, the custodian and discount brokerage’s donor advised fund, has launched a new program to teach advisors how to develop philanthropic strategies for clients. The firm's new Charitable Planning Practice Management...
When Swiss watchmaking executives convened at a Geneva trade show in last January, they feared the worst. Smartwatch competitors Apple Inc. and Google would be in full swing while waning Chinese tourism to Europe and Hong Kong was...
Slow going. | DAJ/Thinkstock
Assets under management growth is expected to slow from 7 percent per year to 5 percent per year until 2020, says an Oliver Wyman Wealth Management report co-authored by Deutsche Bank Research. The report, "Running...
(Bloomberg) -- “Five years ago, you and I should have taken all of our liquid assets combined and purchased every 308 we could get our hands on to sell today.&rdquo...
Be honest and up front. | Copyright Justin Sullivan, Getty Images
Most high net worth and ultra high net worth investors have grown up or worked in the digital age, says a new survey from FactSet and Scorpio Partnership, and that means several...
Winston Art Group was recently approached by clients who had inherited a wine collection, which, unfortunately, had not been properly stored. They were kind enough to allow us to share their story, which is one that illustrates the importance of...
In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and implemented charitable giving strategy can result in greater tax savings and after-tax results. For investors...
There is a great (and increasing) diversity of family types in this country, and planners should take notice.
The importance of appreciating the difficulty posed by planning for a “blended family” is a topic that advisors (and this site) have ...
