Over the last few decades, a revolution in charitable giving has taken place. Donor-advised funds (DAFs), once a relatively small funding source for community foundations, have evolved into a significant avenue for charitable giving. Some...
(Bloomberg) -- Consumers have lodged countless complaints about how Wells Fargo & Co. employees opened sham accounts in their name. Recently, a Wells Fargo & Co. employee pointed her finger at the company for a different kind of...
Not totally independent yet. | keira01/iStock/Thinkstock
Millennials may strive for financial independence, but as a whole, they've been slow to break out on their own. According to Fidelity Investments' Millennial Money Study, nearly half (47...
The United Kingdom's decision to leave the European Union caught the markets by surprise, setting off a new wave of volatility. Markets have since rebounded and soared to new heights, leaving many clients confused and asking questions. The fall...
After more than 20 years of nearly unprecedented growth, the billionaire population had a largely stagnant 2015.
According to data collected in UBS and PWC’s Billionaire’s Report for 2016, released on Thursday, what the study calls “The Second...
(Bloomberg) -- College financial aid counselors are supposed to be students’ primary resource to help figure out how to pay for school—determining how much they'll need to borrow, the types of loans best suited for them, and...
Look up the word "retirement" in a dictionary and you may come across something like this: "a withdrawal from one’s position or occupation or from active working life."
Financial advisors are not fans of Hillary. | Copyright Chip Somodevilla, Getty Images
Consider the source here, but Breitbart.com is reporting on a Woodbridge Wealth survey that 83 percent of financial advisors prefer Donald Trump over Hillar...
