Fidelity Charitable Wants to Help Advisors Provide Philanthropy Services
The new program provides education and counseling to help advisors incorporate philanthropic planning and sophisticated giving strategies into their service offerings.
Annuities as an RMD Answer: Navigating Potential Pitfalls
There are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
Fidelity, Schwab, NPT Report Strong Giving From Donor-Advised Funds
Organizations focused on education, cancer research, human services and feeding the hungry were among the main recipients of grants recommended by donors.
Tweaks to Reverse Mortgage Rules Could Reduce Defaults: Boston College
HUD changes implemented in 2013 and 2015 could trim default rates on reverse mortgages, a Boston College study found.
Perez Shrugs Off DOL Fiduciary Rule Lawsuits, Vows Continued Outreach to Industry
“Some folks in the industry want a Best Interest Rule as long as it’s not enforceable,” the Labor secretary said.
Morgan Stanley Expanding Philanthropy Efforts for Clients
The wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
Donors’ Charitable Priorities Differ According to Where They Live: Fidelity
Local needs and interests often drive donor grant recommendations, Fidelity Charitable said, analyzing its donor-advised fund accounts.
IRS Makes Charities’ Financial Data Easily Accessible
Nonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.
Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.