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A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.
November 25 -
There are a surprising variety of ways for clients to support charities, even if they don't have extra cash to give.
November 25 -
Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.
November 24 -
Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.
November 24 -
Asset managers have become consultants to financial advisors seeking help with business development and practice management in an effort to stand out in a crowded marketplace.
November 24 -
Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.
November 23 -
Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.
November 23 -
The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.
November 22 -
The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.
November 22 -
As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.
November 21 -
Steven A. Cohens new firm will stop collecting employees best trading ideas for a central investment pool and rewarding them with a special bonus, a practice that the U.S. government said created wrong incentives at his former hedge fund SAC Capital Advisors LP.
November 21 -
Among recent notable product launches is an ETF aimed at accessing China's onshore bond market, a new index that will track publicly-listed companies developing or providing cyber security technology, and a fund aiming to outperform an index composed of futures contracts on 14 heavily traded commodities.
November 21 -
As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.
November 21 -
Greg Davies, head of behavioral finance at Barclays reviews how technology has fit within the industry and the opportunities and challenges that development has brought.
November 20 -
Donating a conservation easement can be beneficial both to the environment and to a client's tax bill.
November 20 -
Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.
November 19 -
There are no jurisdictional walls when it comes to the damaging effects of net asset value errors. This realization and the global collaboration taking place to address it are creating the new, global standard for "best practice" with or without the existence of domestic or foreign regulatory policy.
November 19 -
When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.
November 18 -
As the pace of cyberattacks increases, asset managers are taking a hard look at their cyber insurance coverage to make sure that it will cover them should they become a target.
November 18 -
When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.
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