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.
Annuities as an RMD Answer: Navigating Potential Pitfalls
By William H. Byrnes, Robert BloinkThere are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
July 15, 2016
Tweaks to Reverse Mortgage Rules Could Reduce Defaults: Boston CollegeHUD changes implemented in 2013 and 2015 could trim default rates on reverse mortgages, a Boston College study found.
July 01, 2016
Innovation, Quality Data Are Key to Impact InvestingAdvisors must look for innovative business models and do deep analysis to design impact portfolios for clients, ESG investing experts say.
June 30, 2016
Meet Advisor of the Year finalist David D. HollandDavid D. Holland of the Holland Financial Inc. has logged 19 years in the industry. During 2015, he was responsible for roughly $26 million in sales.
June 30, 2016
Meet Advisor of the Year finalist David D. HollandDavid D. Holland of the Holland Financial Inc. has logged 19 years in the industry. During 2015, he was responsible for roughly $26 million in sales.
June 30, 2016
Perez Shrugs Off DOL Fiduciary Rule Lawsuits, Vows Continued Outreach to IndustrySome folks in the industry want a Best Interest Rule as long as its not enforceable, the Labor secretary said.
June 30, 2016
Morgan Stanley Expanding Philanthropy Efforts for ClientsThe wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
June 29, 2016
Professionals and Conflicts of Interest: Not Hard to GaugeHeres why professionals (and their clients) need standards of ethical conduct that address the proper handling of conflicts of interest.