Karen DeMasters

Spire And Chamberlain Partner

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The Chamberlain Group, an independent financial services firm based in Irvine, Calif., is partnering with Virginia's Spire Investment Partners.

Schwab Expands Target-Date Lineup

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Charles Schwab Investment Management has launched three new target-date funds for the years 2045, 2050 and 2055.

Contributions To Schwab Charitable Fund Triple

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Contributions to Schwab Charitable donor-advised funds more than tripled during the second half of 2012 and the Fidelity Charitable Gift Fund is expecting similar increases, say spokespersons for...

Advisor Relationships Rise With Asset Levels, Study Says

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High-net-worth investors have more advisors than those with fewer assets, and their relationships continue to grow, according to Cerulli Associates.

Few Investors Buy Physical Gold, Survey Says

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Fifty-eight percent of investors think physical gold is a good investment, but few have actually made a purchase, according to Gold Bullion International LLC.

China's UHNW Population Continues To Rise

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The number of ultra-high-net-worth individuals in China will increase this year, reflected in part by sales of private jets and other luxury items, according to Wealth-X.

Advisor Who Faked Suicide Gets 7 Years For Fraud

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A financial advisor who tried to elude authorities by faking his own suicide has been sentenced to seven years in prison for defrauding investors, including members of his church, out of more than $5...

UHNW Families Want To Retain Portfolio Control

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A majority of ultra-high-net-worth individuals and families do not want their advisors making all of their financial decisions—and the higher the level of wealth, the more decision-making power the...

United Capital Acquires Paragon Investment

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Paragon Investment Management Inc. in Seattle, Wash., has been acquired by United Capital Financial Advisors LLC, marking United Capital’s entry in the Pacific Northwest.

Full-Retirement Age May Be Worst Time For Singles To Start Social Security

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When a single person should begin Social Security benefits may be a trickier decision than for married people.