Marin Community Foundation
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
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
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
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
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
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

Facebook’s Advice to Advisors

Facebook crunched data on the almost 70 million users they have aged between 21 and 34 to see how millennials approach money. They uncovered loads of great data, but bottom line for advisors: start building trust with this generation, who is inherently distrustful of financial institutions.

Read more. February 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
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
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
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
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
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
Advice

Successful Networking

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

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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Donor-Advised Funds

The DAF: Outstanding in its Field

Breaking down all the advantages of the donor-advised fund illustrates why it is easily the charity vehicle of choice for so many people.

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
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
Donor-Advised Funds

The DAF: Outstanding in its Field

Breaking down all the advantages of the donor-advised fund illustrates why it is easily the charity vehicle of choice for so many people.

Read more. September 2015
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
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

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

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

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