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Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This represents a missed opportunity for everyone.

On June 19, 2012, Huntington Asset Advisors, Inc. revealed that it is launching actively-managed ETFs via its new ETF family, Huntington Strategy Shares.

A U.S. Trust survey reveals how three generations of wealth approach estate planning, elder care, and family privacy and security.

Schroders, the $318.9 billion global asset manager, has appointed Tiffani Potesta head of advisory sales within its U.S. key accounts team.

Change is in the air for one of the world's oldest asset management fund shops.

Eileen Rominger, Director of the Division of Investment Management at the Securities and Exchange Commission, will be retiring in July.

Additional regulation of money-market mutual funds could increase short-term borrowing costs for state and local governments, leading municipalities to raise taxes or cut spending on infrastructure and other critical projects, according to a paper released Monday by a Georgetown University professor.

On June 19, 2012, additional regulation of money-market mutual funds could increase short-term borrowing costs for state and local governments, leading municipalities to raise taxes or cut spending on infrastructure and other critical projects, according to a paper released Monday by a Georgetown University professor.

Yes, Washington, D.C., there is a market where large blocks of stock get traded. It's called Liquidnet.

As Baby Boomers continue to age, demand for retirement income distribution specialists will soar. Here’s how advisors can market themselves to this huge clientele. Also see: 10 Easy, Actionable Marketing Tips For Advisors 7 Marketing Tips Used by Elite Financial Advisors 9 Marketing Tips for Retirement Plan Advisors and TPAs 10 Critical Social Media Tips for Advisors Chicken and Egg: How to Grow Your RIA Practice From Scratch