How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
Schwab, Fidelity DAF Grants Set Records in 2015
Schwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.
Fidelity, Schwab: Donors Felt Extra Generous in 2014
Both of the big donor-advised fund sponsors reported big increases in grants by account holders, driven partly by Ebola and other health-related causes.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
Vanguard, Schwab, Fidelity Share Update on DAFs
Recent research shows donor-advised funds are a growing area for engagement between financial advisors and clients.
6 Reasons Advisors Can’t Afford to Ignore Clients’ Philanthropy
Chicago-based philanthropic consultant Ken Nopar talks to ThinkAdvisor about how helping clients help others can help an advisor’s bottom line.
Schwab Charitable DAF Contributions Increase by 38%
Individual account holders at Schwab Charitable granted $822 million to some 34,500 charities in the 2014 fiscal year, ended June 30.
Cheerfully Charitable at Schwab
Schwab Charitable's Kim Laughton gets to the nub of why advisors should make charitable planning and community activity a focus of their practices.
Americans Donated Record $417B in 2013
Giving was up 13% over 2012, the Atlas of Giving reported; Schwab Charitable and Fidelity Charitable both reported big increases in grants to nonprofits.
New Hire Roundup: Altegris Names Jack Rivkin CIO
Meanwhile, Convergent welcomed Richard Wells and the Senate Finance Committee approved three nominees for federal positions.