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The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.
November 12
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Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.
November 12 -
While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11
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While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11
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The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10
- Money Management Executive
In the wake of Bill Gross's abrupt departure from Pimco, fund competitor BlackRock's promotion of its scale, distribution and product performance has helped it capture more business.
November 10 - Money Management Executive
The rise of fund supermarkets poses a tough balancing act for asset managers.
November 10 -
The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10
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It pays to make tax-related decisions when time is on your side.
November 7
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Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
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It pays to make tax-related decisions when time is on your side.
November 7
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Mixing your clients' charitable impulses with your own can have multiple benefits.
November 7
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Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
- Money Management Executive
While the industry has long been talking about the convergence of alternatives and mutual funds, the growth of liquid alternatives did not pick up steam until the past few years.
November 7 -
With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6
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With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6
- Money Management Executive
As clients have become better informed and sophisticated, so too has the asset management industry, with more demanding gatekeepers, a flood of products, competition and tougher regulation forcing firms to demonstrate value and innovate, industry heads say.
November 6 -
Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?
November 5
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Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?
November 5
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The Pimco Total Return Fund suffered an estimated $27.5 billion of withdrawals in its first full month after the Sept. 26 departure of Bill Gross, its worst month ever for redemptions.
November 4
