March 11, 2020 | ThinkAdvisor
Top 12 Global Cities for the Ultra-WealthyAccording to Knight Frank, these are the most appealing places for those with $30 million or more to live, work and invest.
By Michael S. Fischer
2 minute read
February 14, 2020 | ThinkAdvisor
National Philanthropic Trust Grants Surged by 62% in 2019The firm's donor-advised fund account holders recommended $1.7 billion in grants.
By Michael S. Fischer
2 minute read
January 21, 2020 | ThinkAdvisor
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.
By Michael S. Fischer
5 minute read
December 23, 2019 | ThinkAdvisor
Fidelity Charitable Edges Out Gates Foundation as Biggest Grant MakerThe two grant-making nonprofits have duked it out for the top spot over the past six years.
By Michael S. Fischer
2 minute read
November 22, 2019 | ThinkAdvisor
11 Nifty Holiday Gifts for Clients Under $100 (Sorry, FINRA)Advisors can buy these gifts to make an impression on your clients without running afoul of FINRA's gifting limit.
By Michael S. Fischer
2 minute read
October 23, 2019 | ThinkAdvisor
Wealth Holders Doubt Next Generation Is Ready to Take OverA Campden Wealth study finds the intergenerational wealth transfer from baby boomers is well under way.
By Michael S. Fischer
2 minute read
September 12, 2019 | ThinkAdvisor
'Future-Proofing' Wealth Is HNWs' Top Investment Priority: SurveyMore than a third are looking to decrease their investment risk, an RBC survey found.
By Michael S. Fischer
4 minute read
August 02, 2019 | ThinkAdvisor
Family Office Growth Surges in US and GloballyFamily offices have $5.9 trillion under management, Campden Research reports.
By Michael S. Fischer
3 minute read
July 03, 2019 | ThinkAdvisor
These Popular Retirement States Are OverratedMany of the biggest retirement destinations feature high prices and low quality of life, a recent GoBankingRates study found.
By Michael S. Fischer
6 minute read
May 31, 2019 | ThinkAdvisor
12 Best States for Military Retirees: 2019WalletHub ranked the states based on economy, health care and quality of life.
By Michael S. Fischer
2 minute read
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