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With the effects of the tax filing deadline still fresh in investors’ minds, Charles Schwab is encouraging them to plan ahead for their charitable donations through the end of the year in order to reduce their 2011 taxes.

Wealthy families don’t know how to establish the expectation that heirs build more wealth, SEI concluded after the first of three gatherings in Philadelphia of affluent parents and children this week.

Millionaire investor confidence sunk to its lowest level in seven months in April.According to Spectrem Group, its Millionaire Investor Confidence Index fell nine points in April to minus-one, a neutral reading and the index’s lowest level since September, when the index stood at minus-six. This marks the second-consecutive monthly decline for the index, following an identical nine-point decline in March.

CIMA the first internationally accredited financial services certification in the United States

The excitement in the room at the 10th Annual Closed-End Funds and Global ETFs Capital Link Forum in New York City on Wednesday was palpable.

Henry Wagner comes to UBS from Stern, Agee & Leach.

Gen X investors are more disgruntled with their advisors than any other generation and they have reason to be: those with advisors saw growth in their portfolios in 2010, but much less than their self-directed peers.

According to Spectrem Group, its Millionaire Investor Confidence Index fell nine points in April to minus-one, a neutral reading and the index’s lowest level since September. This marks the second-consecutive monthly decline for the index, following an identical nine-point decline in March.

For wealth managers, the big question is this: is the unified managed account a realistic goal that will become a reality over time? Or is it a holy grail that will capture imaginations but remain unrealized, draining resources that would better be spent elsewhere?

With tax season behind us, advisors are looking for answers regarding IRAs and Ed Slott has some regarding rollovers and conversions, the step transaction doctrine, and Gold IRAs.