Portfolio

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.

Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.

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.

Today we begin ranking the top advisors in the bank channel. Next week: The BIC Top 50.

Advisors with a combined $1.9 billion in client assets have joined Stifel Financial, Merrill Lynch and Raymond James. See the latest hires, moves and promotions among advisors at the wirehouses and regionals.

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.

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.

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.

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.

As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.