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.
Investors Will Pay for Fiduciary Rule Delay
By Benjamin P. Edwards, Christine LazaroMany firms have already made changes; stalling out now will only reward the firms that profit the most off baiting investors into bad bets.
March 23, 2017
Thou Shalt Not Buy Biblically Responsible ETFsThe companies CWM will not invest in do not reflect biblical values. But the ETF provider goes further than most SRI funds.
March 20, 2017
Trump Is Biggest Global Risk in 2017, Alt Investors SayA poll at the Cayman Alternative Investment Summit found the Trump administration worried the industry more than cybersecurity, China or Brexit.
March 16, 2017
Few Big Foundations Exceed Required Distribution MinimumMany very wealthy donors worry about how their money is being used.
March 16, 2017
More Merrill Departures: Recruiting RoundupRaymond James adds an employee team, and HighTower grabs a breakaway duo; Triad recruits a group from Commonwealth Financial.
March 14, 2017
15 Most Overlooked Tax Deductions: 2017Cut your tax bill to the bone by claiming all the tax write-offs you deserve, Kiplinger says.
March 02, 2017
Securities America to Pay $1M Over Sales of MedCap NotesEarlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.
February 23, 2017
Health Care Is Impact Investors' Top Cause: SurveyAn American Century Investments survey examines millennials opinions on impact investing.