52 Groups Press Senate to Close Carried Interest Tax Loophole
Closing the carried interest loophole could help pave the way for a budget deal, groups tell Senate leaders
Fed Says Cybersecurity Is ‘Right at the Top’ of Priorities List
Fed’s Arthur Lindo tells SIFMA/AICPA attendees to prepare for when an attack will come, not if, and for the banking and brokerage industries to share in their defenses.
U.S. Nonprofits Lost 3% of Donors in 2014
While overall donations increased, charities lost more donors than they recruited, the Fundraising Effectiveness Project found.
Expats Beware: FATCA Tax Data Exchange Is Up and Running
The IRS can now exchange taxpayer information with some foreign tax administrators.
USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their Families
The Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
Schwab Donor-Advised Fund Clients Gave $1 Billion to Charity in FY2015
Clients supported 42,000 charities, Schwab Charitable reported.
Impact Investing Returns as Good as S&P 500: Wharton
Must impact fund managers sacrifice their funds’ missions to maximize returns? That’s the question a new paper from the Wharton School seeks to answer.
12 Worst Financial Advisors in America: 2015
Trading on religion and military service proved to be no barrier for some errant financial advisors.
‘Stan the Annuity Man’: Avenging Advocate for Annuity Truth
The straight-talking agent and consumer advocate tells ThinkAdvisor that advisors have “no clue” about annuities and says the products are victims of their own marketing.
These Female Clients Love Their Financial Advisors—Here’s Why
For insight on how to best serve female clients, the Raymond James Women’s Symposium turned to clients themselves.