Several months after announcing plans to launch an ambitious national RIA consortium, Steve Lockshin is clearing his calendar to make it happen.
Lockshin (right) has stepped down as chief executive of the RIA he helped form, Convergent Wealth Ad...
The three largest donor advised fund administrators saw average contribution growth of 77 percent between 2010 and 2011. But overall giving in the nation grew at a sluggish pace.
A recent study by Compensation Strategies, Inc., identifies the most important strategies for clients who wish to take advantage of the current federal gift tax exemption
Debt isn’t on the minds of just Washington these days. TD Ameritrade’s latest Investor Index survey of the financial attitudes of young people is out, and affording college and having a large student loan balance when they graduate are among t...
