Marin Community Foundation
Innovation

Cashless, Part 1

Cashless is fast on its way to becoming the norm in certain establishments in New York City…

Read more. January 2018
Innovation

Cashless, Part 2

…and has become a part of everyday life in China.

Read more. January 2018
Trends

Family (Office) Planning

The family office model is on an upward trajectory in the wealth management field. Where to find the most innovative approaches? The West Coast.

Read more. January 2018
Research

Rich Insights

Working with ultra-high-net-worth clients? Then a study from UBS Group AG and PwC is a must-read. If only for the top three key takeaways.

Read more. January 2018
Trends

In Search of 2017

Now that the dust has finally settled on 2017, how best to sum up the year that was? We turn to Google Trends to summarize how the world’s population searched – from news and people to recipes and TV.

Read more. January 2018
Trends

50 Predictions

It’s year’s end and that means lists are a hot commodity. So how about one that lays out 50 big ideas for 2018 from LinkedIn’s Managing Editor? You can decide for yourself whether you agree that they’re big…

Read more. December 2017
Trends

Bitcoin’s Dirty Secret

To obtain a Bitcoin you either have to buy one from an online exchange or use specialized computing hardware to “mine” it. Mining Bitcoin currently uses a lot of electricity. Just how much might concern you.

Read more. December 2017
Resources

Read This

From politics to biographies and history to culture, The Economist has curated the very best books of 2017. Perfect stocking stuffers for the bookworm you want to impress.

Read more. December 2017
Trends

Donors – The New Breed

Surveying more than 300 donors aged in their 20’s and 30’s, two philanthropic experts emerged with some important findings concerning the future of philanthropy. Their books goes deep into the implications, but if you haven’t got the time, read this summary – there is some thought-provoking stuff.

Read more. December 2017
Research

Wealth Inequality, Explained

Most analysis of the state of wealth inequality in the U.S. point to inheritance as a key factor. But in a new, comprehensive book on the issue - "A Century of Wealth in America" by Edward N. Wolff – the author suggests that is not necessarily the case. Read a brief overview of a considerable tome.

Read more. December 2017
Statistics

The 0.7%

One simple chart. One staggering statement about the level of worldwide financial inequality.

Read more. December 2017
Resources

The Future of Work

When McKinsey undertakes a project about the future of work, it’s going to be comprehensive. And its latest report “Jobs lost, jobs gained: Workforce transitions in a time of automation” runs 160 pages. But fear not, we’ve got a 5-point, 10 minute read that is full of important implications about workforce skills and wages.

Read more. December 2017
Research

Financial Worries

The stock market is up and unemployment is down. Workers should be feeling pretty positive, right? Not according to a new survey by global advisory firm Willis Towers Watson.

Read more. December 2017
Advice

Gray Divorce

The increasing number of “gray divorces,” or couples separating after long-term marriages, has implications for the role that advisors play in the relationships.

Read more. December 2017
Trends

Collecting Dust

Wealthy investors have many reasons for building collections of art, antiques, automobiles and more. Profit is rarely one of them, with many collectors failing to treat their collections as a meaningful investment.

Read more. December 2017
Trends

Billions – Asian Edition

For the first time, the number of billionaires in Asia has surpassed the number in the U.S. And they are investing their money in some non-traditional areas – soccer anyone?

Read more. November 2017
Advice

Scram Scam

It’s a sad truth that many older adults are the targets – and victims – of financial scams. It’s a sensitive issue to raise, but a critical one, to ensure folks are tuned into fraudulent behavior. Here are a few tips on raising the topic.

Read more. November 2017
Innovation

The $79 Coffee Mug

Lukewarm coffee. It’s a problem that plagues us all. But fear not. An L.A. start-up has designed a mug that connects to your phone through Bluetooth and allows you to set an ideal temperature for whatever you’re drinking. For 8 hours. Truly. 

Read more. November 2017
Advice

Anger Management

The Wharton School has been studying the role of anger in negotiations and competition. Boosting it can apparently help you win. But approach with care.

Read more. November 2017
Advice

Upping Security

Advisors across the U.S. share how they protect their client data from cyberattacks.

Read more. November 2017
Research

Giving=Happiness

We could all do with a little more happiness. And a recent study from the Women’s Philanthropy Institute reveals an easy way to increase your happy quotient. Give. The more you do, the happier you’ll be. Read the key findings. 

Read more. October 2017
Advice

College Picks

There are a lot of tools available to help you decide the right college choice. The Wall St Journal has analyzed them all and arrived at the 5 key factors to making the decision that is ideal for your situation.

Read more. October 2017
Trends

Crypto-Power

The subject of cryptocurrencies, particularly Bitcoin, is trending. And a heated topic of conversation. So let’s take a look at how it is actually impacting the world, right now. BitPay Visa Debit Card anyone?

Read more. October 2017
Advice

Gut It Out

When should you trust your gut? There are certain situations where you definitely should and others where it helps not to. Know the difference.

Read more. October 2017
Statistics

How to Mop A Floor

Millennials have billions to spend. But they’re going to need instructions before they buy your product. Really basic instructions.

Read more. October 2017
People

Giving It All Away

Want to know who among America’s richest are giving what percentage of their wealth to nonprofits? The Chronicle of Philanthropy crunches the numbers back to 2000 and finds Warren Buffett leading the pack.

Read more. October 2017
Trends

HHI: Gains, But Gaps

While American households are enjoying the strongest sustained income growth this century after a long stretch of stagnation, stark gaps still exist.

Read more. October 2017
Innovation

Are You Ready for BFR?

Not satisfied with colonizing Mars, Elon Musk is planning on building a rocket ship capable of taking you anywhere on earth in under an hour. Dinner in London, anyone?

Read more. October 2017
Advice

Reputation Management

Your reputation is your most important business asset. In the age of social media it may feel challenging to manage your online reputation. But there are some simple preemptive measure you can take to ensure you are presented in the best possible light in the online environment

Read more. October 2017
Statistics

Competing Countries

The World Economic Forum recently released a report ranking the most and least competitive countries, based on a number of macroeconomic factors. Here’s a chart that shows the top 10 – and the bottom 10.

Read more. October 2017

Reluctantly Rich

We often imagine that the wealthy are unconflicted about their advantages and in fact eager to display them. But there is a group that just want to be silent about their privilege.

Read more. September 2017
Trends

Cities Vs. Suburbs

Whether cities or suburbs are the future for the U.S. isn’t a topic of interest just to real estate speculators. It affects the economic performance of the entire nation.

Read more. September 2017
Research

Financial Literacy

What’s the average life expectancy for a man in the U.S.? What’s the latest age you can start claiming Social Security benefits? If you can answer these questions, you’re in the minority. Only 8% of American adults who were polled in a recent financial literacy test passed. So how is that affecting retirement planning?

Read more. September 2017
Trends

The Family Jet

For those families wanting to get the most from their vacations, airplane manufacturers are investing in the production of VLJ’s (very light jets). Sure, it means a $2 million investment and that Mom or Dad are in the cockpit, but think of the time you’ll save!

Read more. September 2017
Advice

Morning Glory

Not a morning person? Here are four science-backed, productivity-related advantages that will turn you into one.

Read more. September 2017
Research

This Eclipses Everything

We’re hearing a heck of a lot about the August 21st eclipse. Mostly about locations to view it from and what glasses to wear. But what will we actually learn from the event? Although an eclipse lasts mere minutes, the event offers scientists a rare opportunity to study the sun and its properties. And researchers say understanding the sun is key to unlocking many mysteries of space.

Read more. August 2017
Statistics

I Don’t

No, you’re not being snubbed: fewer Americans are getting married, and the ones who still are have scaled back their weddings. Is the U.S. just starting to reflect the rest of the world, or is there some other reason for this trend?

Read more. August 2017
Research

Social Strategy

The financial industry heavily leverages social media. But is it doing so effectively? Recent research indicates that firms may want to take a closer look at the platforms that they are using, when they’re using them, and the content they are featuring.

Read more. August 2017
Trends

A Budding Industry?

With cannabis now legal for medical use in 29 states and approved for recreational use in eight, the majority of financial advisors believe it is only a matter of time before its national prohibition comes to an end. And with a new industry comes a wealth of investment opportunities, some more legitimate then others.

Read more. August 2017
Trends

Playing Through

18 holes used to be a rite of passage for business connections. But these days, a 4-5 hour commitment is hard to justify. So some golf courses are experimenting with all types of formats to offer a satisfying experience in less time. Fore!

Read more. August 2017

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
Advice

Gray Divorce

The increasing number of “gray divorces,” or couples separating after long-term marriages, has implications for the role that advisors play in the relationships.

Read more. December 2017
Advice

Scram Scam

It’s a sad truth that many older adults are the targets – and victims – of financial scams. It’s a sensitive issue to raise, but a critical one, to ensure folks are tuned into fraudulent behavior. Here are a few tips on raising the topic.

Read more. November 2017
Advice

Anger Management

The Wharton School has been studying the role of anger in negotiations and competition. Boosting it can apparently help you win. But approach with care.

Read more. November 2017
Advice

Upping Security

Advisors across the U.S. share how they protect their client data from cyberattacks.

Read more. November 2017
Advice

College Picks

There are a lot of tools available to help you decide the right college choice. The Wall St Journal has analyzed them all and arrived at the 5 key factors to making the decision that is ideal for your situation.

Read more. October 2017
Advice

Gut It Out

When should you trust your gut? There are certain situations where you definitely should and others where it helps not to. Know the difference.

Read more. October 2017
Advice

Reputation Management

Your reputation is your most important business asset. In the age of social media it may feel challenging to manage your online reputation. But there are some simple preemptive measure you can take to ensure you are presented in the best possible light in the online environment

Read more. October 2017
Advice

Morning Glory

Not a morning person? Here are four science-backed, productivity-related advantages that will turn you into one.

Read more. September 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
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
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
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
Innovation

Cashless, Part 1

Cashless is fast on its way to becoming the norm in certain establishments in New York City…

Read more. January 2018
Innovation

Cashless, Part 2

…and has become a part of everyday life in China.

Read more. January 2018
Innovation

The $79 Coffee Mug

Lukewarm coffee. It’s a problem that plagues us all. But fear not. An L.A. start-up has designed a mug that connects to your phone through Bluetooth and allows you to set an ideal temperature for whatever you’re drinking. For 8 hours. Truly. 

Read more. November 2017
Innovation

Are You Ready for BFR?

Not satisfied with colonizing Mars, Elon Musk is planning on building a rocket ship capable of taking you anywhere on earth in under an hour. Dinner in London, anyone?

Read more. October 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
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
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

Giving It All Away

Want to know who among America’s richest are giving what percentage of their wealth to nonprofits? The Chronicle of Philanthropy crunches the numbers back to 2000 and finds Warren Buffett leading the pack.

Read more. October 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
Research

Rich Insights

Working with ultra-high-net-worth clients? Then a study from UBS Group AG and PwC is a must-read. If only for the top three key takeaways.

Read more. January 2018
Research

Wealth Inequality, Explained

Most analysis of the state of wealth inequality in the U.S. point to inheritance as a key factor. But in a new, comprehensive book on the issue - "A Century of Wealth in America" by Edward N. Wolff – the author suggests that is not necessarily the case. Read a brief overview of a considerable tome.

Read more. December 2017
Research

Financial Worries

The stock market is up and unemployment is down. Workers should be feeling pretty positive, right? Not according to a new survey by global advisory firm Willis Towers Watson.

Read more. December 2017
Research

Giving=Happiness

We could all do with a little more happiness. And a recent study from the Women’s Philanthropy Institute reveals an easy way to increase your happy quotient. Give. The more you do, the happier you’ll be. Read the key findings. 

Read more. October 2017
Research

Financial Literacy

What’s the average life expectancy for a man in the U.S.? What’s the latest age you can start claiming Social Security benefits? If you can answer these questions, you’re in the minority. Only 8% of American adults who were polled in a recent financial literacy test passed. So how is that affecting retirement planning?

Read more. September 2017
Research

This Eclipses Everything

We’re hearing a heck of a lot about the August 21st eclipse. Mostly about locations to view it from and what glasses to wear. But what will we actually learn from the event? Although an eclipse lasts mere minutes, the event offers scientists a rare opportunity to study the sun and its properties. And researchers say understanding the sun is key to unlocking many mysteries of space.

Read more. August 2017
Research

Social Strategy

The financial industry heavily leverages social media. But is it doing so effectively? Recent research indicates that firms may want to take a closer look at the platforms that they are using, when they’re using them, and the content they are featuring.

Read more. August 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
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
Resources

Read This

From politics to biographies and history to culture, The Economist has curated the very best books of 2017. Perfect stocking stuffers for the bookworm you want to impress.

Read more. December 2017
Resources

The Future of Work

When McKinsey undertakes a project about the future of work, it’s going to be comprehensive. And its latest report “Jobs lost, jobs gained: Workforce transitions in a time of automation” runs 160 pages. But fear not, we’ve got a 5-point, 10 minute read that is full of important implications about workforce skills and wages.

Read more. December 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
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
Statistics

The 0.7%

One simple chart. One staggering statement about the level of worldwide financial inequality.

Read more. December 2017
Statistics

How to Mop A Floor

Millennials have billions to spend. But they’re going to need instructions before they buy your product. Really basic instructions.

Read more. October 2017
Statistics

Competing Countries

The World Economic Forum recently released a report ranking the most and least competitive countries, based on a number of macroeconomic factors. Here’s a chart that shows the top 10 – and the bottom 10.

Read more. October 2017
Statistics

I Don’t

No, you’re not being snubbed: fewer Americans are getting married, and the ones who still are have scaled back their weddings. Is the U.S. just starting to reflect the rest of the world, or is there some other reason for this trend?

Read more. August 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
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
Trends

Family (Office) Planning

The family office model is on an upward trajectory in the wealth management field. Where to find the most innovative approaches? The West Coast.

Read more. January 2018
Trends

In Search of 2017

Now that the dust has finally settled on 2017, how best to sum up the year that was? We turn to Google Trends to summarize how the world’s population searched – from news and people to recipes and TV.

Read more. January 2018
Trends

50 Predictions

It’s year’s end and that means lists are a hot commodity. So how about one that lays out 50 big ideas for 2018 from LinkedIn’s Managing Editor? You can decide for yourself whether you agree that they’re big…

Read more. December 2017
Trends

Bitcoin’s Dirty Secret

To obtain a Bitcoin you either have to buy one from an online exchange or use specialized computing hardware to “mine” it. Mining Bitcoin currently uses a lot of electricity. Just how much might concern you.

Read more. December 2017
Trends

Donors – The New Breed

Surveying more than 300 donors aged in their 20’s and 30’s, two philanthropic experts emerged with some important findings concerning the future of philanthropy. Their books goes deep into the implications, but if you haven’t got the time, read this summary – there is some thought-provoking stuff.

Read more. December 2017
Trends

Collecting Dust

Wealthy investors have many reasons for building collections of art, antiques, automobiles and more. Profit is rarely one of them, with many collectors failing to treat their collections as a meaningful investment.

Read more. December 2017
Trends

Billions – Asian Edition

For the first time, the number of billionaires in Asia has surpassed the number in the U.S. And they are investing their money in some non-traditional areas – soccer anyone?

Read more. November 2017
Trends

Crypto-Power

The subject of cryptocurrencies, particularly Bitcoin, is trending. And a heated topic of conversation. So let’s take a look at how it is actually impacting the world, right now. BitPay Visa Debit Card anyone?

Read more. October 2017
Trends

HHI: Gains, But Gaps

While American households are enjoying the strongest sustained income growth this century after a long stretch of stagnation, stark gaps still exist.

Read more. October 2017
Trends

Cities Vs. Suburbs

Whether cities or suburbs are the future for the U.S. isn’t a topic of interest just to real estate speculators. It affects the economic performance of the entire nation.

Read more. September 2017
Trends

The Family Jet

For those families wanting to get the most from their vacations, airplane manufacturers are investing in the production of VLJ’s (very light jets). Sure, it means a $2 million investment and that Mom or Dad are in the cockpit, but think of the time you’ll save!

Read more. September 2017
Trends

A Budding Industry?

With cannabis now legal for medical use in 29 states and approved for recreational use in eight, the majority of financial advisors believe it is only a matter of time before its national prohibition comes to an end. And with a new industry comes a wealth of investment opportunities, some more legitimate then others.

Read more. August 2017
Trends

Playing Through

18 holes used to be a rite of passage for business connections. But these days, a 4-5 hour commitment is hard to justify. So some golf courses are experimenting with all types of formats to offer a satisfying experience in less time. Fore!

Read more. August 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
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