Marin Community Foundation

Rethinking Airports

Very few of us enjoy the airport experience. The stress, the uncertainty, the crowds and the sterile environment add up to an altogether unpleasant experience that we have learned to simply endure. But the airport of the future is being designed, with the hope that people will choose to go to the airport – even if they don’t have a plane to catch.

Read more. July 2017
Trends

The Future of Money

What happens when you gather a group of preeminent experts to discuss cryptocurrency? Seven predictions which could shape the way we think about, and use, money in the future.

Read more. July 2017
Advice

First Impressions

Networking is a big part of your life. And while competency and professionalism are important in making business connections, research shows that when we find someone to be likable, they are more likely to want to connect and work with you. So how do you maximize your likability when meeting a new person? Herein lie 5 easy tips.

Read more. July 2017
Advice

Remember Gen X’ers?

With all the focus on the retirement of Boomers and the unique traits of Millennials, Generation X – those born between 1965 and 1980 – seems to have been forgotten. But a new report from Deloitte says that this generation will be the next big fee pool for wealth managers. 

Read more. July 2017
Resources

More Than Money

A personal and candid interview with Ascent Capital Management President Michael Cole on his new book, More Than Money – A Guide to Sustaining Wealth and Preserving the Family, where he discusses how history and a sense of mission are key tenets to preserving wealth over generations.

Read more. July 2017
People

Jay-Z, Professional Advisor

You may not think that a hip hop artist could offer much financial wisdom. But when one worth $810 million releases an album featuring lessons he has learned while building his brand over the past 15 years, perhaps we should pay attention.

Read more. July 2017
Advice

Embracing Robots

Robo advisors are no longer innovative ideas of the future. They are being embraced by a new breed of investors and tested by seasoned investors. Rather than fighting their existence, savvy firms are exploring ways to leverage key aspects of robo offerings to increase the value of their offerings to clients.

Read more. July 2017
Research

Consuming News

Where do your clients go to get their news? That all depends on their age, according to a new Reuters Report.

Read more. July 2017
Trends

The State of Work

For which companies do we want to work? How? Where? This 3-minute read of the state of the U.S. workplace will tell you.

Read more. July 2017
Trends

S’mores + High Finance

Your interns are going to get younger. With new camps like Junior Money Matters popping up around the country, kids as young as 7-11 are getting schooled on economics and international trade, many with an eye to a career in the financial world.

Read more. July 2017
Research

$390.1 Billion

Giving USA’s annual study on philanthropy reveals a record high level of giving in 2016, but a slowing rate of growth. How do the trends bode for 2017? No one knows.

Read more. June 2017
Statistics

A Penny Earned

A recent poll shows that Americans are starting to save money. 30% claim to have enough saved to cover six months of expenses – which is a seven year high. And who do we have to thank for the turnaround? Millennials.

Read more. June 2017
Trends

Train of Thought

High-speed trains are a staple of Europe and Asia. So why does the U.S. have such an issue in embracing them as a viable mode of public transport? The answer until now has been cultural, with a car-obsessed culture that has largely rejected rail. But with some high profile initiatives emerging, the moment for trains might just be upon us.

Read more. June 2017
Resources

Global Wealth

For a comprehensive analysis of global wealth trends and the wealth management business—as well the impact of digital technology on the industry – check out the Boston Consulting Group’s latest study. A link to the full report is included.

Read more. June 2017
Research

SRI Snapshot

Wealth Management surveyed 600 professional advisors across the nation about their views on socially responsible investing. Herein lie the results.

Read more. June 2017
Innovation

Air Mapping

We’ve all seen the Google StreetView cars zipping around town, mapping streets. Now those cars will be doing double duty, getting equipped with a mobile air quality platform. This will allow researchers to collect the largest-ever set of urban air pollution data, and study how the system could be used to better understand city air quality.

Read more. June 2017
Innovation

Does Bitcoin = Bubble?

Regulators are starting to take bitcoin seriously. But the question remains: what exactly is it?

Read more. June 2017
Estate Planning

Let’s Talk Inheritance

Sharing inheritance details with heirs is a source of great discomfort for many wealthy individuals. But sharing information can be a healthy and empowering habit - and one that many financial advisors can assist their clients with.

Read more. June 2017
Advice

Dressing for Millennial Clients

A lot has been written about the way in which advisory firms should best deal with millennials. Dressing the part is step #1.

Read more. June 2017
Trends

Now That's Impact.

Impact investing is emerging as a possibly powerful tool that the United Nations can use to achieve its Sustainable Development Goals.

Read more. June 2017
Research

When Less is More

Some of the most intelligent and creative minds in history enjoyed a level of downtime in their daily routine that would be considered irresponsible by today’s standards. But perhaps working less, but more deliberate, hours would lead to smarter output?

Read more. May 2017
Trends

Dive Into a Forest Bath

Can the chemicals that plants and trees give off be good for your health? Yes, say forest bathers, who are immersing themselves in nature to combat stress.

Read more. May 2017
Trends

Social Good Makes Business Sense

Only a few years ago, for-profit companies who engaged in any kind of philanthropy were few and far between. Fast forward to 2017, where a giving program, a social mission and community outreach is expected. And, as it turns out, a positive for the bottom line.

Read more. May 2017
Advice

Music To Your Ears

If you’re in the market for an alternative investment, perhaps you should consider rare 17th and 18th Century Italian stringed instruments as worthy for consideration. Seriously. 

Read more. May 2017
Advice

Better Board Meetings

Three simple and actionable tips to help you get the most out of board meetings.

Read more. May 2017
Trends

The New Urban Crisis?

The most important and innovative industries and the most talented, most ambitious, and wealthiest people are converging as never before in a relative handful of leading superstar cities that are knowledge and tech hubs. But does everyone in those cities benefit?

Read more. April 2017
Statistics

Big(ger) Business

The numbers don’t lie. 20 charts from the Wall St. Journal show how the majority of Americans now work for a large company, dispelling the idea that the U.S. has an economy driven by small business. See the industries where the shift has been most dramatic.

Read more. April 2017
Trends

Yes, Millennials ARE Different

Married? Living away from parents? Own a home? Then you’re definitely not a millennial.

Read more. April 2017
Estate Planning

Family Feuds

A new report from BMO Wealth Management shows how estate planners can incorporate measures that can help prevent conflict among family members that crops up after a client’s death. 

Read more. April 2017
Resources

Understanding Government Data

In an attempt to make government data more accessible, former Microsoft CEO Steve Ballmer has launched USAFACTS: an ambitious, $10 million effort to present government data in a way that’s open, non-partisan, and stupidly easy to understand.

Read more. April 2017
Trends

The B-Business Landscape

More and more companies are choosing to incorporate as a benefit corporation or apply for B Corporation status. But you need to know the difference between the two before you take the plunge.

Read more. March 2017
Advice

What’s Your Value Proposition?

According to a recent survey by CFA Institute and Scorpio Partnership, the answer for many advisors is “too narrow."

Read more. March 2017
Trends

Family Offices Rock the Boat

Families offices are making their presence felt with their growing numbers, fat wallets and hunger for deals. Why? Complete control and near-secrecy.

Read more. March 2017
People

The $2 Billion Donor

David Rockefeller, the last living grandchild of John D. Rockefeller, passed away last week at 101. He gave away more than $2 billion in his lifetime.

Read more. March 2017
Advice

Are you Cybersecure?

Another day, another cybersecurity breach. Your company might have good measures in place, but does it have a plan?

Read more. March 2017
Trends

Today’s Status Symbol

Once upon a time, the amount of leisure time you enjoyed correlated with attaining high status in society. No more. The more hours you work, the more prestige and wealth is associated with it. Which is leading many to claim “extreme busyness.”

Read more. March 2017
Legal Matters

State of the Art

Buying a beautiful painting, unique antiquity, or culturally significant object can yield personal, aesthetic and financial returns. But your clients need to watch out for these two risks before they write a check for that Picasso.

Read more. March 2017
Innovation

Calling George Jetson

What’s that in the sky? It’s a bird! It’s a plane! No, it’s a flying car. Truly. Dutch company PAL-V is now accepting pre-orders for its Liberty vehicle, starting at $400,000. The work commute is suddenly looking a whole lot better. 

Read more. March 2017
Giving

Who Gives, and Why

When considering the role that state and federal income taxation plays in executing charitable donations, it helps to look at who is giving, and the complexity of the reasons surrounding why they give.

Read more. March 2017
Advice

Retiring Ain’t What It Used To Be

The transition from full-time work into retirement is not always the joyful experience we have imagined. In fact, for some it can be downright traumatic. Herein, a dozen ways to help your valued clients make the shift.

Read more. March 2017
Estate Planning

Family Feuds

What do Prince, Tom Clancy and other famous people have in common? Families that battle over their estates – and legacy.

Read more. February 2017
Estate Planning

Unprepared for Wealth

With the largest collective wealth transfer in human history coming over the next several decades, the next generation of high net worth individuals isn’t ready to receive the wealth they’re set to inherit, and the current generation isn’t preparing properly to pass it on.

Read more. February 2017
Trends

Blue Economy = Greenbacks

Investments that produce a financial return and a "measurable environmental result" climbed 62% from 2013-2015, a new report finds, indicating that traditional divisions between conservation, philanthropy and for-profit finance may be withering.

Read more. February 2017
Trends

The Apple Spaceship

From door handles to elevator buttons, no detail has escaped the design team in the construction of this $5 billion, iconic building.

Read more. February 2017
Advice

Perform or Choke?

A look at the physiological mechanisms by which people buckle under pressure – and how to cope better when it happens.

Read more. February 2017
Statistics

Philanthropy Rising

Researchers at Indiana University’s Lilly Family School of Philanthropy predict a 3.6% increase in charitable giving in 2017. And it appears that the health sector will reap the greatest rewards.

Read more. January 2017
Trends

The Rise of the Humans

Breathe a little easier. A new report reveals that investors are more willing to pay for financial advice from real human beings than robo services. However, the robo trend has shown that clients definitely have issues with the fees that advisors are charging.

Read more. January 2017
Statistics

Thinking of Having a Baby?

$233,610 says you might want to think again. Because that’s how much it’s going to cost to raise a child from infancy to adulthood in the U.S. Where all this money is going may surprise you.

Read more. January 2017
Innovation

Indexing Innovation

From which country is the next big idea most likely to come?

Read more. January 2017
Trends

Trends in Sustainable Investing

Are investors starting to pay more attention to what the world is becoming and not to what it was? If so, investing in energy is going to mean something very different than it did in the past.

Read more. January 2017
Resources

Read These.

What would year-end be without a good list? We scoured through many to find one that we thought was insightful and useful. And The Economist’s Best Books of 2016 is it. Separated into categories such as Politics & Current Affairs, Biography & Memoir, History, Economics & Business, plus more, it’s thoughtfully curated to suit just about anyone’s taste.

Read more. December 2016
Trends

Cash is (Not) King

On November 8, the Prime Minister of India announced that cash notes representing 86% of the country’s circulating currency would no longer be accepted as legal tender come midnight that same evening. His rationale? To break the grip of corruption and black money in India. Will more countries follow his lead?

Read more. December 2016
Trends

5 Workplace Shifts of 2016

A lot of things changed in 2016. One area that may have skipped your notice is work. The workplace experienced some big shifts this year – shifts that we may feel for years to come. Herein, the top 5 to pay attention to.

Read more. December 2016
Estate Planning

Know Your TRPIF’s

Until recently there were limited opportunities to transfer significant wealth to younger generations while capturing meaningful current charitable income tax deductions. Two developments have changed that, but it’s complicated. Here’s a snapshot to get you started.

Read more. December 2016
Research

Catch Some ZZZZZZZZZ’s

If you’re someone who prides themselves on how little sleep they need, you might want to think again. A new global study shows that people who sleep fewer than six hours a night on average have a 13% higher mortality risk than people who sleep at least seven hours. And that’s just the start.

Read more. December 2016
Washington

Bracing For Change

No one knows for certain what 2017 will bring with regard to philanthropy. But the winds of change are in the air for the charitable deduction and many other policies and spending priorities. The Chronicle of Philanthropy looks into its crystal ball.

Read more. December 2016
Statistics

Show Me The Money!

The wealth in this country is staggering. While much attention has been directed towards the growth in wealth that countries such as China and India have experienced, this new Global Wealth Report shows they have a looooong way to catch up to the U.S.

Read more. December 2016
Innovation

Concorde 2.0

What cruises at Mach 2.2 and costs between $5k-$10k per seat? It could the future of air travel, if Boom technology has its way.

Read more. December 2016
Advice

Crystallized Intelligence

A ten-minute ritual that can help you become fluent and automatic at achieving creative and intuitive bursts.

Read more. December 2016
Advice

7 Questions

MarketWatch is telling its readers that there are 7 questions they should ask when interviewing a financial advisor. We think you should know what they are.

Read more. December 2016
Trends

Philanthropy: Trending

What to know what your philanthropically-minded clients are thinking? And what they’ll be asking you about soon? Two new studies reveal some important trends in the world of high net worth philanthropy.

Read more. December 2016
Innovation

Have Your Drone & Eat It Too

Meet the Pouncer, a solar-powered drone which will bring food and other humanitarian supplies to disaster zones. Oh, and once you’ve downloaded the supplies, you can eat the drone too. Could this be the future of disaster relief?

Read more. October 2016
Research

Advisory Firms Off Target

With 62% not tracking their leads, it’s no surprise over half of all advisory firms are missing their growth targets. While existing clients play a major role in future growth through referrals, some external marketing strategies might be worth looking into before the competition for clients escalates.

Read more. October 2016
Research

Flunking Finance

Don’t understand compound interest? Join the rest of the world. A new OECD survey of over 25 countries reveals a big challenge for policy makers today. Very few people understand simple investment rules, let alone are able perform basic financial calculations, which results in confusion and lack of confidence in decision making.

Read more. October 2016
Research

Are We Addicted to Work?

Less than fifty years ago people in the U.S. and Europe worked nearly the same number of hours per week. According to new data, Europeans are working on average about 258 fewer hours per year than workers in the United States. That equates to about 32 full time work days! What’s caused such a shift?

Read more. October 2016
Advice

Trick or Financial Lesson?

Your kids can learn a lot about money at Halloween. Not every kid will be eager to sit down for a financial session, but if they landed more of their favorite candy, they may end up willing to listen. 

Read more. October 2016
People

Livin’ the (American) Dream

What do Sergey Brin, Pierre Omidyar, Elon Musk and Rupert Murdoch have in common? Besides counting themselves among the world’s richest people, they are all immigrants to the U.S. In fact, 42 slots on the Forbes 400 belong to immigrants. Sounds like the American Dream is alive

Read more. October 2016
Trends

Billionaire Moonshots

Having accomplished their goals on earth, dozens of the world’s richest people are turning their sights to outer space. Whether it’s visionary or egotistical, the question remains: could we live forever on Mars?

Read more. September 2016
Trends

Financial Planning in the Workplace?

Sunnyvale-based Financial Engines manages the 401k plans of about 700 companies, employing a total of 10 million workers. Now it wants to use this captive audience to branch out and offer those employees advice on all aspects of their financial existence. Could this be the future of financial management for the middle class?

Read more. September 2016
Giving

A Century of Giving

MCF’s President & CEO, Dr. Tom Peters, reflects on the upcoming 100th anniversary of the charitable donation: the incredible good that it has enabled and what it means for philanthropy in the future.

Read more. September 2016
Research

Declining Advisor Fees

Advisors who specialize in helping ultra-high-net-worth families report having lowered their prices for new clients by about 15% since 2012, according to the latest FOX Wealth Advisor Benchmarking Study. The reason: showing real value in an increasingly competitive marketplace. 

Read more. September 2016
Advice

Sully & Leadership

Eight years ago, 150 people benefitted greatly from Captain Chesley Sullenberger’s leadership capabilities. Here are three quick leadership lessons we can all learn from his heroic feat.

Read more. September 2016
Advice

Olympic Lessons

Olympians this year have taught us a number of important life lessons. From Ryan Lochte exemplifying how not to behave in a host country, to Mo Farah’s perseverance to win gold, our successes begin and end with our choices. Here’s what the Olympics can teach us about retirement

Read more. August 2016
Trends

Unreal Estate

With 21 confirmed $100 million-plus properties around the world, you have to wonder what makes them worth the price. Is it the Mediterranean sea overlook? Or perhaps the 33 bedrooms and 45 bathrooms? Here’s a close look at what the 14 most expensive homes on the market have to offer

Read more. August 2016
Research

Does Wealth = Well-Being?

Money makes it easier to live a healthy lifestyle. But money without action results in little to no progression in one’s overall well-being. Take the United States for example

Read more. August 2016
Advice

X or Why?

Generation X; the middle child. Often forgotten about and often misunderstood, until now. The Founder of oXYGen Financial, Ted Jenkin, has spent the past six years creating a firm in large part dedicated to Generation X, so he is perfectly qualified to give tips on creating a long lasting relationships with them

Read more. August 2016
Giving

Introducing Virtuoso

After analyzing the Bay Area philanthropic landscape – and listening to our donors - MCF has introduced a new offering: Virtuoso. For those with a profound commitment to charitable giving and significant resources to commit, it’s the modern alternative to a private foundation 

Read more. August 2016
Resources

18 Questions

“Do you consistently think of ideas to earn more money?” After interviewing and studying 100 millionaires to understand the commonalities between them, Jamie Masters compiled 18 questions that may help you realize whether you’re on the path to making millions.

Read more. July 2016
Research

Retiring Nations

Taking into account each nation’s economic health, tax policy, and inflation rate, the U.S. still doesn’t touch the top 10 list of retirement-ready nations. While not one nation is perfect across the board, the United States’ lack of income equality is now looking to be both a short term and long term disadvantage.

Read more. July 2016
Research

Heirs to the Fortune

While all advisers can say adding new clients is the most secure short-term way to boost personal profits, advisers managing a total of $250 million or more in assets work hard developing strategies to retain heirs for long-term success.

Read more. July 2016
Trends

The Rise of the Robos

In just 18 months, assets under Betterment management shot from $1 billion to $5 billion. Switching from traditional planning to modern automated investing seems to be appealing to more than some predicted.

Read more. July 2016
Trends

Women Empowering Women

Women now control 30% of global wealth and studies show that as women’s wealth increases, so does women’s giving. And where do women give? To women’s and girls’ causes, such as domestic violence organizations, women’s centers, LGBT rights, cancer care and research, and economic opportunities for women and girls.

Read more. July 2016
Research

Super Rich; Super Savers

How do the ultra wealthy become ultra wealthy? Starting to save in their teens certainly contributes. But working and investing in stocks at a young age is what really separates their behavior from the rest of us.

Read more. June 2016
Research

Greatest (Estate Plan) of All Time?

In the big scheme of things, the greatest didn’t actually make that much money during his career. But the fact that he died with $50 million in the bank is a testament to his belief in (gasp) traditional retirement planning.

Read more. June 2016
Statistics

Philanthropy Skyrockets

In 2015, Americans donated $373.25 billion to charities – the highest number in history. And the largest year-over-year percentage increase in contributions came from foundations in form of grants. It was up 6.3%.

Read more. June 2016
Resources

TEDx Marin: What if…

The speaker lineup for the 2016 TEDx Marin event has just been announced and it looks as though “What if….” should deliver some fascinating talks.  

Read more. June 2016
Research

A Good Reputation

The Reputation Institute measures the reputation of 55 countries based on levels of trust, esteem, admiration and respect based on an online panel of more than 48,000 people. Last year Canada topped the list – did they maintain the position in 2016?

Read more. June 2016
Advice

D-I-V-O-R-C-E

If your client is getting divorced should they file their taxes as married filing jointly, married filing singly or as single and/or head of household? The answer can make a big financial difference.

Read more. June 2016
Trends

Ping Pong Prophecies

The best indicator for company performance might not be what you expect, particularly in the hard-to-predict technology sector. May we suggest an analysis of ping pong table sales? 

Read more. May 2016
Trends

Rich Men; Big Ideas

While not all of the projects that the world’s billionaires are funding will come to fruition, they shouldn’t be dismissed. The thinking behind them that has the ability to fundamentally change the world we live in.

Read more. May 2016
Research

The 15 Richest Self-Made Women

Sure, Oprah’s rich. And she’s self-made. But there are seven other women in the world who can boast even greater success. Some may be familiar; others not so much.

Read more. May 2016
Advice

Prince: IP Lessons from his Death

While many of the current headlines focus on his lack of a will, there is even more interesting insight to be gained from the complex issues surrounding control of Prince’s valuable intellectual property rights, including his music, unreleased works and image and likeness.

Read more. May 2016
Advice

Risk Tolerance Advances

Thanks to technology, there are now better ways to assess a client’s tolerance for risk – and that make it much more practical and meaningful for all parties.

Read more. May 2016
Advice

The (Family) Value of Philanthropy

Research shows that one of the most effective ways to preserve family wealth, values and legacy over time is to engage in philanthropy.

Read more. May 2016
Resources

Game of Thrones Lessons

You may be surprised to know that in addition to sword fights and empire building, Game of Thrones also provides a handy practical guide to succession planning. 

Read more. April 2016
Research

A Better Retirement Through Giving

While much has been written about the potential financial woes that retirees will be facing, little conversation has been dedicated to another aspect of them: their desire to give back.

Read more. April 2016
Advice

First Impressions

In a business where creating a first impression is so critical, it’s important to know that people are sizing you up based on two qualities.

Read more. April 2016
Research

Investment Habits of the UHNWI

According to a new US Trust study, the strategies most successful in accessing the wealthy community require less data and analysis and more interaction and education.

Read more. April 2016
Research

The Age of Achievement

In a society that is increasingly obsessed by youth it’s worth asking the question: do we really do our best work at a young age?

Read more. April 2016
Resources

Introducing…

We are thrilled to introduce you to the latest member of the Philanthropic Planning team: Safia Kryger-Nelson. You’re going to enjoy working with her!

Read more. April 2016
Advice

First Impressions

Networking is a big part of your life. And while competency and professionalism are important in making business connections, research shows that when we find someone to be likable, they are more likely to want to connect and work with you. So how do you maximize your likability when meeting a new person? Herein lie 5 easy tips.

Read more. July 2017
Advice

Remember Gen X’ers?

With all the focus on the retirement of Boomers and the unique traits of Millennials, Generation X – those born between 1965 and 1980 – seems to have been forgotten. But a new report from Deloitte says that this generation will be the next big fee pool for wealth managers. 

Read more. July 2017
Advice

Embracing Robots

Robo advisors are no longer innovative ideas of the future. They are being embraced by a new breed of investors and tested by seasoned investors. Rather than fighting their existence, savvy firms are exploring ways to leverage key aspects of robo offerings to increase the value of their offerings to clients.

Read more. July 2017
Advice

Dressing for Millennial Clients

A lot has been written about the way in which advisory firms should best deal with millennials. Dressing the part is step #1.

Read more. June 2017
Advice

Music To Your Ears

If you’re in the market for an alternative investment, perhaps you should consider rare 17th and 18th Century Italian stringed instruments as worthy for consideration. Seriously. 

Read more. May 2017
Advice

Better Board Meetings

Three simple and actionable tips to help you get the most out of board meetings.

Read more. May 2017
Advice

What’s Your Value Proposition?

According to a recent survey by CFA Institute and Scorpio Partnership, the answer for many advisors is “too narrow."

Read more. March 2017
Advice

Are you Cybersecure?

Another day, another cybersecurity breach. Your company might have good measures in place, but does it have a plan?

Read more. March 2017
Advice

Retiring Ain’t What It Used To Be

The transition from full-time work into retirement is not always the joyful experience we have imagined. In fact, for some it can be downright traumatic. Herein, a dozen ways to help your valued clients make the shift.

Read more. March 2017
Advice

Perform or Choke?

A look at the physiological mechanisms by which people buckle under pressure – and how to cope better when it happens.

Read more. February 2017
Advice

Crystallized Intelligence

A ten-minute ritual that can help you become fluent and automatic at achieving creative and intuitive bursts.

Read more. December 2016
Advice

7 Questions

MarketWatch is telling its readers that there are 7 questions they should ask when interviewing a financial advisor. We think you should know what they are.

Read more. December 2016
Advice

Trick or Financial Lesson?

Your kids can learn a lot about money at Halloween. Not every kid will be eager to sit down for a financial session, but if they landed more of their favorite candy, they may end up willing to listen. 

Read more. October 2016
Advice

Sully & Leadership

Eight years ago, 150 people benefitted greatly from Captain Chesley Sullenberger’s leadership capabilities. Here are three quick leadership lessons we can all learn from his heroic feat.

Read more. September 2016
Advice

Olympic Lessons

Olympians this year have taught us a number of important life lessons. From Ryan Lochte exemplifying how not to behave in a host country, to Mo Farah’s perseverance to win gold, our successes begin and end with our choices. Here’s what the Olympics can teach us about retirement

Read more. August 2016
Advice

X or Why?

Generation X; the middle child. Often forgotten about and often misunderstood, until now. The Founder of oXYGen Financial, Ted Jenkin, has spent the past six years creating a firm in large part dedicated to Generation X, so he is perfectly qualified to give tips on creating a long lasting relationships with them

Read more. August 2016
Advice

D-I-V-O-R-C-E

If your client is getting divorced should they file their taxes as married filing jointly, married filing singly or as single and/or head of household? The answer can make a big financial difference.

Read more. June 2016
Advice

Prince: IP Lessons from his Death

While many of the current headlines focus on his lack of a will, there is even more interesting insight to be gained from the complex issues surrounding control of Prince’s valuable intellectual property rights, including his music, unreleased works and image and likeness.

Read more. May 2016
Advice

Risk Tolerance Advances

Thanks to technology, there are now better ways to assess a client’s tolerance for risk – and that make it much more practical and meaningful for all parties.

Read more. May 2016
Advice

The (Family) Value of Philanthropy

Research shows that one of the most effective ways to preserve family wealth, values and legacy over time is to engage in philanthropy.

Read more. May 2016
Advice

First Impressions

In a business where creating a first impression is so critical, it’s important to know that people are sizing you up based on two qualities.

Read more. April 2016
Advice

Are You Trusted?

We hear it time and again. Trust is the key to every client-advisor relationship. According to the latest Spectrem Group research, it’s also key to every advisor-gatekeeper relationship too.

Read more. April 2016
Advice

Ask Questions, Look Smart

Knowing the difference between a learner question and a judger question can change the dynamic of a meeting completely. A three-minute read that could change the dynamics of your next client meeting.

Read more. February 2016
Advice

Celebrity Money Fails

When Wynonna Judd went from $32 million to $6 million in nine years, her management team called Dr. Ted Klontz. He’s used to dealing with celebrity money troubles.

Read more. February 2016
Advice

Successful Networking

Want to be a more successful networker? Then you need to know about “inbound marketing”.

Read more. February 2016
Advice

The Digital Afterlife

These days, we have two estates: our real-life estate and our digital estate. And both need to be taken into consideration when planning for a client’s eventual passing.

Read more. September 2015
Estate Planning

Let’s Talk Inheritance

Sharing inheritance details with heirs is a source of great discomfort for many wealthy individuals. But sharing information can be a healthy and empowering habit - and one that many financial advisors can assist their clients with.

Read more. June 2017
Estate Planning

Family Feuds

A new report from BMO Wealth Management shows how estate planners can incorporate measures that can help prevent conflict among family members that crops up after a client’s death. 

Read more. April 2017
Estate Planning

Family Feuds

What do Prince, Tom Clancy and other famous people have in common? Families that battle over their estates – and legacy.

Read more. February 2017
Estate Planning

Unprepared for Wealth

With the largest collective wealth transfer in human history coming over the next several decades, the next generation of high net worth individuals isn’t ready to receive the wealth they’re set to inherit, and the current generation isn’t preparing properly to pass it on.

Read more. February 2017
Estate Planning

Know Your TRPIF’s

Until recently there were limited opportunities to transfer significant wealth to younger generations while capturing meaningful current charitable income tax deductions. Two developments have changed that, but it’s complicated. Here’s a snapshot to get you started.

Read more. December 2016
Giving

Who Gives, and Why

When considering the role that state and federal income taxation plays in executing charitable donations, it helps to look at who is giving, and the complexity of the reasons surrounding why they give.

Read more. March 2017
Giving

A Century of Giving

MCF’s President & CEO, Dr. Tom Peters, reflects on the upcoming 100th anniversary of the charitable donation: the incredible good that it has enabled and what it means for philanthropy in the future.

Read more. September 2016
Giving

Introducing Virtuoso

After analyzing the Bay Area philanthropic landscape – and listening to our donors - MCF has introduced a new offering: Virtuoso. For those with a profound commitment to charitable giving and significant resources to commit, it’s the modern alternative to a private foundation 

Read more. August 2016
Giving

Giving Continues to Grow

Changing demographics, diversity, the economy, the political climate and technology are all contributing to increases in charitable giving. So give us a call to make sure you’re ready for your clients’ questions!

Read more. February 2016
Giving

Impact(ful) Investing

Barron’s goes deep into the world of impact investing and scrutinizes the portfolios of three wealthy families portfolios to see what’s working, and what’s not.

Read more. December 2015
Innovation

Air Mapping

We’ve all seen the Google StreetView cars zipping around town, mapping streets. Now those cars will be doing double duty, getting equipped with a mobile air quality platform. This will allow researchers to collect the largest-ever set of urban air pollution data, and study how the system could be used to better understand city air quality.

Read more. June 2017
Innovation

Does Bitcoin = Bubble?

Regulators are starting to take bitcoin seriously. But the question remains: what exactly is it?

Read more. June 2017
Innovation

Calling George Jetson

What’s that in the sky? It’s a bird! It’s a plane! No, it’s a flying car. Truly. Dutch company PAL-V is now accepting pre-orders for its Liberty vehicle, starting at $400,000. The work commute is suddenly looking a whole lot better. 

Read more. March 2017
Innovation

Indexing Innovation

From which country is the next big idea most likely to come?

Read more. January 2017
Innovation

Concorde 2.0

What cruises at Mach 2.2 and costs between $5k-$10k per seat? It could the future of air travel, if Boom technology has its way.

Read more. December 2016
Innovation

Have Your Drone & Eat It Too

Meet the Pouncer, a solar-powered drone which will bring food and other humanitarian supplies to disaster zones. Oh, and once you’ve downloaded the supplies, you can eat the drone too. Could this be the future of disaster relief?

Read more. October 2016
Legal Matters

State of the Art

Buying a beautiful painting, unique antiquity, or culturally significant object can yield personal, aesthetic and financial returns. But your clients need to watch out for these two risks before they write a check for that Picasso.

Read more. March 2017
People

Jay-Z, Professional Advisor

You may not think that a hip hop artist could offer much financial wisdom. But when one worth $810 million releases an album featuring lessons he has learned while building his brand over the past 15 years, perhaps we should pay attention.

Read more. July 2017
People

The $2 Billion Donor

David Rockefeller, the last living grandchild of John D. Rockefeller, passed away last week at 101. He gave away more than $2 billion in his lifetime.

Read more. March 2017
People

Livin’ the (American) Dream

What do Sergey Brin, Pierre Omidyar, Elon Musk and Rupert Murdoch have in common? Besides counting themselves among the world’s richest people, they are all immigrants to the U.S. In fact, 42 slots on the Forbes 400 belong to immigrants. Sounds like the American Dream is alive

Read more. October 2016
Research

Consuming News

Where do your clients go to get their news? That all depends on their age, according to a new Reuters Report.

Read more. July 2017
Research

$390.1 Billion

Giving USA’s annual study on philanthropy reveals a record high level of giving in 2016, but a slowing rate of growth. How do the trends bode for 2017? No one knows.

Read more. June 2017
Research

SRI Snapshot

Wealth Management surveyed 600 professional advisors across the nation about their views on socially responsible investing. Herein lie the results.

Read more. June 2017
Research

When Less is More

Some of the most intelligent and creative minds in history enjoyed a level of downtime in their daily routine that would be considered irresponsible by today’s standards. But perhaps working less, but more deliberate, hours would lead to smarter output?

Read more. May 2017
Research

Catch Some ZZZZZZZZZ’s

If you’re someone who prides themselves on how little sleep they need, you might want to think again. A new global study shows that people who sleep fewer than six hours a night on average have a 13% higher mortality risk than people who sleep at least seven hours. And that’s just the start.

Read more. December 2016
Research

Advisory Firms Off Target

With 62% not tracking their leads, it’s no surprise over half of all advisory firms are missing their growth targets. While existing clients play a major role in future growth through referrals, some external marketing strategies might be worth looking into before the competition for clients escalates.

Read more. October 2016
Research

Flunking Finance

Don’t understand compound interest? Join the rest of the world. A new OECD survey of over 25 countries reveals a big challenge for policy makers today. Very few people understand simple investment rules, let alone are able perform basic financial calculations, which results in confusion and lack of confidence in decision making.

Read more. October 2016
Research

Are We Addicted to Work?

Less than fifty years ago people in the U.S. and Europe worked nearly the same number of hours per week. According to new data, Europeans are working on average about 258 fewer hours per year than workers in the United States. That equates to about 32 full time work days! What’s caused such a shift?

Read more. October 2016
Research

Declining Advisor Fees

Advisors who specialize in helping ultra-high-net-worth families report having lowered their prices for new clients by about 15% since 2012, according to the latest FOX Wealth Advisor Benchmarking Study. The reason: showing real value in an increasingly competitive marketplace. 

Read more. September 2016
Research

Does Wealth = Well-Being?

Money makes it easier to live a healthy lifestyle. But money without action results in little to no progression in one’s overall well-being. Take the United States for example

Read more. August 2016
Research

Retiring Nations

Taking into account each nation’s economic health, tax policy, and inflation rate, the U.S. still doesn’t touch the top 10 list of retirement-ready nations. While not one nation is perfect across the board, the United States’ lack of income equality is now looking to be both a short term and long term disadvantage.

Read more. July 2016
Research

Heirs to the Fortune

While all advisers can say adding new clients is the most secure short-term way to boost personal profits, advisers managing a total of $250 million or more in assets work hard developing strategies to retain heirs for long-term success.

Read more. July 2016
Research

Super Rich; Super Savers

How do the ultra wealthy become ultra wealthy? Starting to save in their teens certainly contributes. But working and investing in stocks at a young age is what really separates their behavior from the rest of us.

Read more. June 2016
Research

Greatest (Estate Plan) of All Time?

In the big scheme of things, the greatest didn’t actually make that much money during his career. But the fact that he died with $50 million in the bank is a testament to his belief in (gasp) traditional retirement planning.

Read more. June 2016
Research

A Good Reputation

The Reputation Institute measures the reputation of 55 countries based on levels of trust, esteem, admiration and respect based on an online panel of more than 48,000 people. Last year Canada topped the list – did they maintain the position in 2016?

Read more. June 2016
Research

The 15 Richest Self-Made Women

Sure, Oprah’s rich. And she’s self-made. But there are seven other women in the world who can boast even greater success. Some may be familiar; others not so much.

Read more. May 2016
Research

A Better Retirement Through Giving

While much has been written about the potential financial woes that retirees will be facing, little conversation has been dedicated to another aspect of them: their desire to give back.

Read more. April 2016
Research

Investment Habits of the UHNWI

According to a new US Trust study, the strategies most successful in accessing the wealthy community require less data and analysis and more interaction and education.

Read more. April 2016
Research

The Age of Achievement

In a society that is increasingly obsessed by youth it’s worth asking the question: do we really do our best work at a young age?

Read more. April 2016
Research

Why the Ultra Wealthy Give

When you interview 400 of the world’s leading private bankers and wealth advisors who, between them, manage assets for about 45,000 ultra high net worth individuals with a combined wealth of over US$500 billion, you’re going to get some great insights. Learn about trust, philanthropy, property matters and more in this fascinating quick read.

Read more. April 2016
Research

Retirement Delusion

American workers are confident that they will enjoy a comfortable retirement. But less people are saving for retirement. What gives?

Read more. April 2016
Research

The High School/College Conundrum

More high school students are graduating than ever before. Great news right? But fewer are going to college. Which isn’t such great news.

Read more. January 2016
Research

Sharing the Wealth

A new research paper indicates that a happy society is not only dependent on strong economic growth, but the equality with which that economic growth is distributed among its residents.

Read more. January 2016
Research

2015 - The Year That Was

Who doesn’t like an end-of-year recap? From Tesla to FIFA and money to movies, Bloomberg’s graphic summary makes for a great read!

Read more. January 2016
Research

The Shrinking Middle Class

A new report from the Pew Research Center shows that, for the first time since at least the 1960s, the majority of Americans aren’t in the middle class.

Read more. December 2015
Research

The Best Advice

Bloomberg interviews 14 Wall Street veterans to discover the best advice they have ever received.

Read more. November 2015
Research

Measuring Financial Literacy

Forbes presents the first-ever S&P Global FinLit Survey, a detailed and comprehensive analysis of worldwide financial literacy by the World Bank, Gallup, and George Washington University.

Read more. November 2015
Research

Men vs. Women in Giving

So one member of a couple gets a raise at work. Some of that raise will be directed towards philanthropy. But where it goes and what it will support will differ significantly, depending on the gender, according to the results of a new study.

Read more. September 2015
Research

You’re Fired!

A new study by Spectrem Group reveals the three main reasons why high-net worth investors fire their advisor. Are you being proactive enough?

Read more. September 2015
Research

The Algorithms of Wealth

A new report from SEI and the Scorpio Partnership reveals the dichotomy between the expectations and the behaviors of America’s ultra-high-net-worth individuals.

Read more. September 2015
Resources

More Than Money

A personal and candid interview with Ascent Capital Management President Michael Cole on his new book, More Than Money – A Guide to Sustaining Wealth and Preserving the Family, where he discusses how history and a sense of mission are key tenets to preserving wealth over generations.

Read more. July 2017
Resources

Global Wealth

For a comprehensive analysis of global wealth trends and the wealth management business—as well the impact of digital technology on the industry – check out the Boston Consulting Group’s latest study. A link to the full report is included.

Read more. June 2017
Resources

Understanding Government Data

In an attempt to make government data more accessible, former Microsoft CEO Steve Ballmer has launched USAFACTS: an ambitious, $10 million effort to present government data in a way that’s open, non-partisan, and stupidly easy to understand.

Read more. April 2017
Resources

Read These.

What would year-end be without a good list? We scoured through many to find one that we thought was insightful and useful. And The Economist’s Best Books of 2016 is it. Separated into categories such as Politics & Current Affairs, Biography & Memoir, History, Economics & Business, plus more, it’s thoughtfully curated to suit just about anyone’s taste.

Read more. December 2016
Resources

18 Questions

“Do you consistently think of ideas to earn more money?” After interviewing and studying 100 millionaires to understand the commonalities between them, Jamie Masters compiled 18 questions that may help you realize whether you’re on the path to making millions.

Read more. July 2016
Resources

TEDx Marin: What if…

The speaker lineup for the 2016 TEDx Marin event has just been announced and it looks as though “What if….” should deliver some fascinating talks.  

Read more. June 2016
Resources

Game of Thrones Lessons

You may be surprised to know that in addition to sword fights and empire building, Game of Thrones also provides a handy practical guide to succession planning. 

Read more. April 2016
Resources

Introducing…

We are thrilled to introduce you to the latest member of the Philanthropic Planning team: Safia Kryger-Nelson. You’re going to enjoy working with her!

Read more. April 2016
Resources

The Business of the Super Bowl

With the biggest sporting event on earth being played at the center of the technology world, it’s inevitable that some record-setting numbers are going to occur.

Read more. February 2016
Resources

The ABC’s of QCD’s

In year-end legislation, the Consolidated Appropriations Act of 2016 finally made permanent qualified charitable distributions (QCDs) from individual retirement accounts. Which makes it a good time to review the rules. Or call MCF if you have questions!

Read more. February 2016
Resources

A Family Office Environment

What does it take to create a service model that is uniquely focused on the ultra high net worth investor? Find out.

Read more. February 2016
Resources

A PATH to Greater Certainty

President Obama signed the PATH bill on December 18, bringing some much needed certainty for both businesses and individual taxpayers. Get a quick overview of the highlights.

Read more. January 2016
Resources

Monday Blues? Wait For Tuesday.

A Google Exec outlines how best to organize your work week to maximize creativity – by recognizing that the week follows a particular rhythm.

Read more. December 2015
Resources

Best Conferences in 2016

Financial planner Michael Kitces curates the best 12 conferences for financial advisors to attend in 2016.

Read more. November 2015
Statistics

A Penny Earned

A recent poll shows that Americans are starting to save money. 30% claim to have enough saved to cover six months of expenses – which is a seven year high. And who do we have to thank for the turnaround? Millennials.

Read more. June 2017
Statistics

Big(ger) Business

The numbers don’t lie. 20 charts from the Wall St. Journal show how the majority of Americans now work for a large company, dispelling the idea that the U.S. has an economy driven by small business. See the industries where the shift has been most dramatic.

Read more. April 2017
Statistics

Philanthropy Rising

Researchers at Indiana University’s Lilly Family School of Philanthropy predict a 3.6% increase in charitable giving in 2017. And it appears that the health sector will reap the greatest rewards.

Read more. January 2017
Statistics

Thinking of Having a Baby?

$233,610 says you might want to think again. Because that’s how much it’s going to cost to raise a child from infancy to adulthood in the U.S. Where all this money is going may surprise you.

Read more. January 2017
Statistics

Show Me The Money!

The wealth in this country is staggering. While much attention has been directed towards the growth in wealth that countries such as China and India have experienced, this new Global Wealth Report shows they have a looooong way to catch up to the U.S.

Read more. December 2016
Statistics

Philanthropy Skyrockets

In 2015, Americans donated $373.25 billion to charities – the highest number in history. And the largest year-over-year percentage increase in contributions came from foundations in form of grants. It was up 6.3%.

Read more. June 2016
Trends

The Future of Money

What happens when you gather a group of preeminent experts to discuss cryptocurrency? Seven predictions which could shape the way we think about, and use, money in the future.

Read more. July 2017
Trends

The State of Work

For which companies do we want to work? How? Where? This 3-minute read of the state of the U.S. workplace will tell you.

Read more. July 2017
Trends

S’mores + High Finance

Your interns are going to get younger. With new camps like Junior Money Matters popping up around the country, kids as young as 7-11 are getting schooled on economics and international trade, many with an eye to a career in the financial world.

Read more. July 2017
Trends

Train of Thought

High-speed trains are a staple of Europe and Asia. So why does the U.S. have such an issue in embracing them as a viable mode of public transport? The answer until now has been cultural, with a car-obsessed culture that has largely rejected rail. But with some high profile initiatives emerging, the moment for trains might just be upon us.

Read more. June 2017
Trends

Now That's Impact.

Impact investing is emerging as a possibly powerful tool that the United Nations can use to achieve its Sustainable Development Goals.

Read more. June 2017
Trends

Dive Into a Forest Bath

Can the chemicals that plants and trees give off be good for your health? Yes, say forest bathers, who are immersing themselves in nature to combat stress.

Read more. May 2017
Trends

Social Good Makes Business Sense

Only a few years ago, for-profit companies who engaged in any kind of philanthropy were few and far between. Fast forward to 2017, where a giving program, a social mission and community outreach is expected. And, as it turns out, a positive for the bottom line.

Read more. May 2017
Trends

The New Urban Crisis?

The most important and innovative industries and the most talented, most ambitious, and wealthiest people are converging as never before in a relative handful of leading superstar cities that are knowledge and tech hubs. But does everyone in those cities benefit?

Read more. April 2017
Trends

Yes, Millennials ARE Different

Married? Living away from parents? Own a home? Then you’re definitely not a millennial.

Read more. April 2017
Trends

The B-Business Landscape

More and more companies are choosing to incorporate as a benefit corporation or apply for B Corporation status. But you need to know the difference between the two before you take the plunge.

Read more. March 2017
Trends

Family Offices Rock the Boat

Families offices are making their presence felt with their growing numbers, fat wallets and hunger for deals. Why? Complete control and near-secrecy.

Read more. March 2017
Trends

Today’s Status Symbol

Once upon a time, the amount of leisure time you enjoyed correlated with attaining high status in society. No more. The more hours you work, the more prestige and wealth is associated with it. Which is leading many to claim “extreme busyness.”

Read more. March 2017
Trends

Blue Economy = Greenbacks

Investments that produce a financial return and a "measurable environmental result" climbed 62% from 2013-2015, a new report finds, indicating that traditional divisions between conservation, philanthropy and for-profit finance may be withering.

Read more. February 2017
Trends

The Apple Spaceship

From door handles to elevator buttons, no detail has escaped the design team in the construction of this $5 billion, iconic building.

Read more. February 2017
Trends

The Rise of the Humans

Breathe a little easier. A new report reveals that investors are more willing to pay for financial advice from real human beings than robo services. However, the robo trend has shown that clients definitely have issues with the fees that advisors are charging.

Read more. January 2017
Trends

Trends in Sustainable Investing

Are investors starting to pay more attention to what the world is becoming and not to what it was? If so, investing in energy is going to mean something very different than it did in the past.

Read more. January 2017
Trends

Cash is (Not) King

On November 8, the Prime Minister of India announced that cash notes representing 86% of the country’s circulating currency would no longer be accepted as legal tender come midnight that same evening. His rationale? To break the grip of corruption and black money in India. Will more countries follow his lead?

Read more. December 2016
Trends

5 Workplace Shifts of 2016

A lot of things changed in 2016. One area that may have skipped your notice is work. The workplace experienced some big shifts this year – shifts that we may feel for years to come. Herein, the top 5 to pay attention to.

Read more. December 2016
Trends

Philanthropy: Trending

What to know what your philanthropically-minded clients are thinking? And what they’ll be asking you about soon? Two new studies reveal some important trends in the world of high net worth philanthropy.

Read more. December 2016
Trends

Billionaire Moonshots

Having accomplished their goals on earth, dozens of the world’s richest people are turning their sights to outer space. Whether it’s visionary or egotistical, the question remains: could we live forever on Mars?

Read more. September 2016
Trends

Financial Planning in the Workplace?

Sunnyvale-based Financial Engines manages the 401k plans of about 700 companies, employing a total of 10 million workers. Now it wants to use this captive audience to branch out and offer those employees advice on all aspects of their financial existence. Could this be the future of financial management for the middle class?

Read more. September 2016
Trends

Unreal Estate

With 21 confirmed $100 million-plus properties around the world, you have to wonder what makes them worth the price. Is it the Mediterranean sea overlook? Or perhaps the 33 bedrooms and 45 bathrooms? Here’s a close look at what the 14 most expensive homes on the market have to offer

Read more. August 2016
Trends

The Rise of the Robos

In just 18 months, assets under Betterment management shot from $1 billion to $5 billion. Switching from traditional planning to modern automated investing seems to be appealing to more than some predicted.

Read more. July 2016
Trends

Women Empowering Women

Women now control 30% of global wealth and studies show that as women’s wealth increases, so does women’s giving. And where do women give? To women’s and girls’ causes, such as domestic violence organizations, women’s centers, LGBT rights, cancer care and research, and economic opportunities for women and girls.

Read more. July 2016
Trends

Ping Pong Prophecies

The best indicator for company performance might not be what you expect, particularly in the hard-to-predict technology sector. May we suggest an analysis of ping pong table sales? 

Read more. May 2016
Trends

Rich Men; Big Ideas

While not all of the projects that the world’s billionaires are funding will come to fruition, they shouldn’t be dismissed. The thinking behind them that has the ability to fundamentally change the world we live in.

Read more. May 2016
Trends

5 New Trends

According to Wealth Management there are 5 trends that are poised to reshape the entire advisory industry. See if you agree.

Read more. April 2016
Trends

The Perfect Match

New site EnableImpact is bringing matchmaking to the world of impact investing. A new Financial Industry Regulatory Authority-regulated one-stop online platform, it brings together accredited investors – those earning $200,000 per year with a net worth exceeding $1 million – with social ventures looking for funding.

Read more. April 2016
Trends

7 Client Insights

If the rise of robo-advisors has illustrated one thing, it’s that attitudes towards wealth management are shifting. Read seven ways that clients are demanding a more high-tech/high-touch approach.

Read more. February 2016
Trends

Retiring Boomers

You might expect aging boomers to postpone their retirements anxiously after watching stocks tumble. Instead, nearly 403,000 American workers and their spouses were awarded their first Social Security checks in January, the highest monthly total in three years.

Read more. February 2016
Trends

A World Without Cash

A few years ago, the idea of digital currencies was an interesting cocktail party subject. But now with countries like China, Sweden, the U.K. and Canada considering issuing digital legal tender, the conversation has turned legitimate.

Read more. February 2016
Trends

The Man Who Sold The World

David Bowie’s financial savvy was almost as impressive as his musical talent.

Read more. February 2016
Trends

2016 – The Year That Will Be

Let’s look at 2016. Financial Planning forecasts the 8 trends they expect to be encountering in the world of wealth management.

Read more. January 2016
Trends

Taxing the Rich

The 1% are paying more in taxes than they were a year ago. A considerable amount more. Read why.

Read more. January 2016
Trends

The Millennial Voice At The Table

According to “Proving Worth,” a new study conducted by Oppenheimer Funds and Campden Research, wealthy millennials are starting to wield greater power over family financial decisions, particularly when it comes to impact investing and philanthropy.

Read more. December 2015
Trends

Gifting to Yourself

What do you get the advisor who has everything? Or yourself? Perhaps a tech gadget from this list from ThinkAdvisor.

Read more. December 2015
Trends

Affluenza & Its Cure

Wealth Management analyzes “affluenza” – a term coined by mental health expert, Jessie O’Neill to describe the negative impact of wealth or desire for wealth.

Read more. November 2015
Trends

Longevity & Financial Advice

Trust Advisor explores how financial advising will change if life expectancy moves from 80 to 100 and possibly longer in the future.

Read more. November 2015
Trends

The Future Office

Het nieuwe werken. It’s a Dutch phrase which means “the new way of working”. And judging by The Edge, Deloitte’s office building in Amsterdam, they are setting the pace for het nieuwe werken. Don’t miss the 4 minute video tour of the space. It’s pretty amazing.

Read more. September 2015
Trends

Robos Gain More Traction

Does Blackrock’s announcement to purchase FutureAdvisor prove that robo advisors are here to stay? If so, how should advisors adapt to the new landscape?

Read more. September 2015
Trends

Hyperloop – Really!

With the appointment of a CEO and a test track planned for completion in early 2017, Elon Musk’s vision is starting to look very real.

Read more. September 2015
Trends

Introducing the “Change the World” List

In a move that reflects the changing reality of the business world, Fortune magazine has just launched its “Change the World” list — shining a spotlight on companies that have made significant progress in addressing major social problems as a part of their core business strategy.

Read more. September 2015
Trends

Ice Bucket Challenge Anniversary

Was the ALS Ice Bucket Challenge a passing fad? Or did it deliver real, measurable returns? Find the answer in Money magazine’s analysis of money in, money spent and accomplishments, a year on.

Read more. September 2015
Washington

Bracing For Change

No one knows for certain what 2017 will bring with regard to philanthropy. But the winds of change are in the air for the charitable deduction and many other policies and spending priorities. The Chronicle of Philanthropy looks into its crystal ball.

Read more. December 2016