See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
(Bloomberg Markets) -- Not so long ago, T.F. Meagher worked at a hedge fund. It was a successful hedge fund, too—the $6 billion UBS O’Connor, which was actually gaining assets instead of losing them, unlike so many other hedge...
Meet Katana.
A common refrain about digital advice technology is that while it may be good for small accounts and new investors, it is unable to handle the needs of a high net worth investor. Hedgeable is trying to change that with Tax Samurai...
(Bloomberg) -- Divorce in the U.S. surged in the 1970s and 1980s as the baby boomers reached adulthood. As they enter retirement, they’re still splitting up, and it’s having a disproportionate effect on women...
Screening for risk. | Copyright Chip Somodevilla, Getty Images
The Securities and Exchange Commission examines only 10 percent of investment advisors per year, but that doesn’t mean the other 90 percent are not reviewed. “If a fund holds the s...
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...