Top Portfolio Products: Touchstone Launches an International Growth Fund
Two may be better than one. Check out these partnerships that created new platforms for compliant marketing and wealth management.
House Votes to Block DOL Fiduciary Rule
House Speaker Paul Ryan applauds resolution's passage, stating that "bureaucrats in Washington, D.C., have no business getting between you and your financial planner."
IRS OKs Program-Related Investments for Foundations
The Obama administration has assured private foundations that they can use a wide variety of financial tools to achieve their charitable purpose.
Few Charity Donors Look Beyond Cash Gifts: Fidelity Charitable
Advisors can add value by educating their clients about tax-advantaged ways to give.
Bipartisan Charity Bill Would Make DAFs Eligible for Rollovers
Bipartisan legislation from Sens. Wyden and Thune has tax-related provisions for donor-advised funds, foundations and nonprofits.
Smaller Private Foundations’ Giving Climbed 24.5% in 2015
Ninety-eight percent of U.S. private foundations are "small," with less than $50 million in assets, Foundation Source says.
Wealthy Donors Worry Their Gifts Are Wasted
More than half of donors with at least $10 million said their philanthropy kept them up at night, yet few said they talked to advisors.
The Latest in Social Impact Investing: An Online Matchmaking Platform
Enable Impact matches investors to social impact companies or projects looking for Series A funding to scale up operations.
Donors Increasingly Support Charities via Mobile Devices
Donations via by smartphone or tablet shot up by 80% since 2013, according to a survey released this week by Dunham+Company.
Cash-Strapped Connecticut Licks Tax Chops at Yale Endowment Fund
A proposed bill in the state would tax endowment income in funds with $10 billion or more — a distinction that applies only to Yale.