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.
IRA Owners on Brokerage Chopping Block
By Robert Bloink, William H. ByrnesIndividual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.
July 31, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.
July 22, 2011
Fidelity Charitable’s Contributions, Grants Set RecordsFidelity Charitable, the largest provider of DAFs in the U.S., on Wednesday reported a record-breaking 30% increase in contributions for the first half of 2011.
July 21, 2011
MetLife on Bank Regs: Enough is EnoughMetLife Inc. says it is giving up on the idea of trying to continue offering banking services in the current regulatory environment.
July 21, 2011
MetLife on Bank Regs: Enough is EnoughMetLife Inc. says it is giving up on the idea of trying to continue offering banking services in the current regulatory environment.
July 19, 2011
World Regulators Eye Status of InsurersThe Financial Stability Board is still trying to decide just where insurers should fit in rules meant to address systemic and moral hazard risks at systemically important financial institutions.
July 19, 2011
World Regulators Eye Status of InsurersThe Financial Stability Board is still trying to decide just where insurers should fit in rules meant to address systemic and moral hazard risks at systemically important financial institutions.
July 18, 2011
Nonprofits’ Fundraising Surges in Post-Recession Recovery: BlackbaudNonprofit groups found their fundraising rise for the 10th consecutive month, Blackbaud reported.