New ABLE Law Provides Big Tax-Advantaged Benefits for the Disabled
For clients who are supporting individuals with disabilities, the Achieving a Better Life Experience (ABLE) Act introduces a new type of tax-advantaged savings account.
Schwab’s Sonders: Moody Market Means Opportunity for Advisors
Investors need support to contain their urge to panic when the equity markets dip, the Schwab expert says.
10 Ways Wealth Management Firms Can Beat Rivals: Mercer
Mercer identifies the strategies advisors need to improve investment results in a low-return environment, reduce risk and contain costs.
Firm Builds Niche Client Base of Pro Baseball Stars
Winpoint's Joe Geier, advisor to Cal Ripken Jr. and dozens of other pros, tells the story of how he broke into advising MLB stars.
Charitable Giving: Good for Clients’ Charities, Taxes and Financial Plans
Equity-owning clients with low cost basis positions can benefit from a tax-efficient charitable strategy that complements the overall financial plan.
Foundations’ LGBTQ Grant Making Grew 6.3% in 2013
Report finds strong collaboration and coordination among funders on lesbian and gay issues.
Global Philanthropists Put Growing Demands on Advisors
Advisors need more tools to add value for increasingly sophisticated overseas donor clients, says Maggi Alexander of The Philanthropic Initiative.
Tiger 21 Ultrawealthy Still Favor Stocks, but Private Equity Gains
Annual survey finds UHNW invest in what they know (like their own companies). Apple noses ahead of Berkshire Hathaway as top stock pick.
The Split-Dollar Triple Tax Savings Package for HNW Clients
For high-net-worth clients, a split-dollar lending strategy can provide an effective method for transferring wealth while taking advantage of the tax preferences of life insurance and the low interest rate environment.
Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
Expert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.