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By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.
November 25 -
A family contribution system can help strengthen philanthropy as a core family value.
November 25 -
Clients who attend charity dinners or concerts need to take precautions on their tax returns.
November 25 -
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 -
UBS sought damages for breach of employment contract; an ex-UBS advisor countered that he brought in $20 million in net new assets.
November 24 -
New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out.
November 24 -
According to RCS, 51 selling agreements have been reinstated -- but the firm refused to disclose the names of any broker-dealers who have resumed selling its products.
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 -
Today we continue ranking the best advisors in the bank channel. Next week: The BIC Top 50
November 24 -
A Merrill Lynch advisor has left the wirehouse to join UBS Private Wealth Management.
November 24 -
Senate Democrats hammered William Dudley, president of the Federal Reserve Bank of New York, at a highly anticipated hearing on Friday, demonstrating the growing pressure the central bank is under to take harsher actions against banks and restrict examiners from defecting to institutions after leaving service.
November 24 -
Millennial women are making great strides in the workforce, but still "channel their inner ninth grade insecure freshman when it comes to financial matters," according to Fidelity's head of personal investing.
November 24 -
Moving into management isn't a natural progression for some. It requires a different skill set and it's not always the most successful advisors who make the grade.
November 24 -
Retirees may start their search by visiting Medicare's website where they can compare facilities; plus, a moderate retirement saver portfolio for young investors and eight things investors should be thankful for.
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 -
Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.
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 -
Today we begin ranking the top advisors in the bank channel. Next week: The BIC Top 50.
November 24 -
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.
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