Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
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.
12 Hottest U.S. Cities for Millionaires
Here are the cities with the fastest growing populations of high-net-worth residents. Some of them may surprise you.
Helping Clients Avoid the IRS on Tax-Free Inherited IRA Rollovers
IRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
How to Join 9,000 Taxpayers With Romney-Sized IRAs
If it seems impossible to amass a fortune in an IRA during your lifetime, think again.
U.S. Donors Gave $335B to Charity in 2013: Report
The recession has been over since mid-2009, but charities are just now catching up.
Self-Reporting Tool for Nonprofits Draws Howls From Watchdogs
Who’s better at telling donors about a nonprofit’s fundraising performance, the charity itself or a “watchdog” group?
Green Movement Looking Pretty White, Study Finds
A study finds minorities underrepresented in environmental organizations, though women have made gains.
Private Foundation Investments Returned 15.6% in 2013
Returns on domestic equities far outpaced other asset classes, according to the Council on Foundations and Commonfund Institute.