Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
SEC Fines Prudential Units for Misleading Fund Boards
By Melanie WaddellThe 94 funds were harmed when reorganized so that Prudential and its affiliates could get tax benefits, the SEC says.
August 23, 2019
Advised DIY Clients' Balances Way Ahead of Non-Advised Clients': StudySchwab report finds much bigger allocations to mutual funds and ETFs in advised accounts.
August 22, 2019
Dawn Bennett Appeals 20-Year Prison SentenceBennett was sentenced in July for defrauding retirees out of $20 million.
August 22, 2019
Ariel's New Co-Chief Is Taking the Firm (Patiently) to the Next LevelHobson tells ThinkAdvisor about how she's motivated by her financially insecure childhood.
August 21, 2019
15 Questions to Ask Clients About Their Charitable GivingHave this conversation now, before the peak giving season comes at year-end.
August 20, 2019
How Different US Cities Give Differently: Fidelity CharitableThe donor-advised fund sponsor finds that the most popular charitable causes tend to vary from city to city.
August 19, 2019
IRS Posts Charitable Lead Annuity Trust Letter RulingThe case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
August 16, 2019
Foundation Returns in 2018 Were Lowest in a Decade: ReportThey lost 3.5% on average, the study found.