Investments

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.

At least two firms appear to be trolling for damaging information about RCS Capital, Nicholas Schorsch's embattled financial services company.

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.

Rising tax rates are one reason to rethink IRA accounts; plus Detroit's emergence from bankruptcy and a Social Security tip for people who remarry after 60.

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.

Materially, reinvested dividends have accounted for slightly more than 40% of the market's annualized total return from 1926 through June this year.

The Fix LA Coalition, an effort spearheaded by labor unions and its allies, wants Los Angeles City Attorney Mike Feuer to file a regulatory complaint against the underwriters involved in 2006 interest rate swaps saying the risks weren't disclosed.

At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors.

Bank holding companies generated $3.07 billion in insurance brokerage fee income in the first half of 2014, down 8.9% year-over-year.

Bank of America cut third- quarter earnings by $400 million, wiping out the surprise profit it reported last month, as the firm braced for the end of probes into foreign-exchange dealings.

William Goslee and Alan Lenahan of Fund Evaluation Group offer attendees of Schwab Impact guidance on working with endowments and foundations and dealing with the 'Ringelmann effect' on committees.

David Lafferty of Natixis Global Asset Management offers Schwab Impact attendees advice on thinking differently about clients' risk tolerance and debunking myths.

Advisors examine their positions with Pimco and debate Bill Gross's influence as October saw a record $27.5 billion in outflows from Total Return Fund.

Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income.

Worldwide, the number of people with $30 million or more to invest -- the kind of folks who would hire a family office -- rose 15.6% to 128,300 in 2013. See which firms manage the most assets.

RCS executive says it “will take some time” to restore normalcy to his embattled firms.

Behavioral economist Shlomo Benartzi has launched an app to help investors set better retirement goals and improve financial planning around those goals.

Amid volatility, a forecast of a moderate rise in rates and a flatter yield curve.

More trouble in the Schorsch empire as its advisory company issues a statement emphasizing that it and ARC are 'two separate and independent public corporations.'

Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.