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The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.

Jeffrey D. Haskell, J.D., LL.M., is chief legal officer for Foundation Source, which provides comprehensive support services for private foundations. The firm works in partnership with financial and legal advisors as well as directly with individuals and families.

Christian Leuz is a professor at the University of Chicago Booth School of Business.

Seth Heller, CPA, is a partner at Lilling & Co. CPA.

Adam S. Lilling, CPA, CFA, is co-managing partner of Lilling & Co. CPA.

The Financial Services Network viewed its relationship to LPL as a “dealbreaker.” So Marty Bicknell’s giant RIA is making room.

Plus, two leading technology management and cybersecurity firms join forces, and a fintech focused on the elderly rolls out new tools for advisors.

A look at the biggest regulations, legislation and court cases in the field from the first half of the year.

The firm's chief strategist, Joseph Zidle, expects the Fed funds rate to rise significantly over a long period of time.

Arthur Chapman is a founding partner and CSO at Reliant Health Partners.