Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Fidelity Says Investors Stuck by Their Advisors after Market Bottom
By Michael S. FischerAdvisors expect higher taxes and regulations to change their way of doing business.
June 14, 2010
As FAFSA Deadline Approaches, College Students Urged to Apply Before Aid Window ShutsCollege students--and the parents who help them pay tuition costs--have until June 30 to file a free application for federal student aid (FAFSA) before the window shuts for the 2009-2010 and the 2010-2011 school years.
June 11, 2010
New Study Examines the Question, Does 'Microfinance' Work?Grameen Foundation, a U.S.-based nonprofit organization, released a report on Thursday, June 10, that reviews recent studies on the effectiveness of microfinance in alleviating poverty.
June 10, 2010
Beige Book Report Sees Modest Economic Growth NationwideFinancial activity little changed, but a few Fed districts note a modest increase in lending
June 07, 2010
LPL Financial IPO: Stock Market OverviewThe number of IPOs so far has surged, comparing favorably to 2007's rate
June 07, 2010
LPL Financial IPO: Market OverviewBy Joyce Hanson From an overall market perspective, LPL Financial's $600 million listing on Friday, June 4, arrives during a period of volatility, with a boomlet...
June 07, 2010
LPL Financial's IPO: Market OverviewFrom an overall market perspective, LPL Investment Holding Inc.'s $600 million listing arrives during a period of volatility, with a boomlet of financial services IPOs in the first four months of 2010 followed by a steep fall-off in May.
June 04, 2010
AEF Says Donor Advised Funds Surge as Charitable Contributions RiseFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.