New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds
By Melanie WaddellThe bill would help advisors and clients make better use of a "vastly underutilized" planning tool, analyst Jeff Bush says.
April 11, 2025
Ed Slott: What to Expect From GOP Tax BillIt's clear the 2017 tax cuts will be extended and possibly modified, the CPA says.
April 11, 2025
Envestnet Adds Portfolio Options From State Street, BlackRockThe firm will offer direct indexing from State Street and model portfolios from BlackRock.
April 11, 2025
Schwab Rolls Out Alts Platform for $5M-Plus Retail ClientsThe firm says over 37% of RIAs custodying at Schwab already use one of its alternatives platforms.
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 10, 2025
Josh Brown: Feels Like a 'Classic Bear Market'Thursday's selloff was the aftermath of a bear market bounce, the Ritholtz Wealth CEO suggests.
April 10, 2025
House Passes Plan to Advance Trump Tax CutsRepublicans can now pass Trump’s $5.3 trillion decade-long tax cut solely on GOP votes.
April 10, 2025
House Republican Sees SALT Deduction Limit Rising to $30,000The draft tax bill includes a SALT increase as high as $25,000 for an individual.