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Charitable IRA rollovers and what you're missing, thanks to Congress

February 16, 2015

Every two years since 2006, Congress has renewed the charitable IRA rollover, but financial advisers and donors are never sure if it will happen. It passed with two weeks left in 2014 but in a change from past practice, was renewed only for...

Tax reform battle zeroes in on small businesses

February 11, 2015

Small businesses — including many independent adviser firms — are at the heart of the tax-reform tug-of-war going on in Washington right now. This week marks the tentative start of tax reform on Capitol Hill, and congressional Republicans...

House set to vote on making tax breaks for IRA charitable donations permanent

February 9, 2015

Investment advisers are encouraged that the U.S. House of Representatives is set to consider legislation that would forever enshrine in the tax code special treatment for certain charitable donations, but they're keeping their expectations low....

BlackRock expanding efforts on impact investing

February 9, 2015

BlackRock Inc., the world's largest money manager by assets, on Monday announced the launch of a unit that will cater to investors who want to bring social or environmental goals to their portfolios. The firm said it was installing Deborah Winshel,...

In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

January 20, 2015

When President Barack Obama delivers his State of the Union address Tuesday night, he will make proposals that could change the basic assumptions advisers rely on with wealthy clients, according to financial advisers. “Raising the top capital...

More advisers are turning to donor-advised funds

December 21, 2014

Donor-advised funds, which provide clients with an easy way to give to their favorite causes, experienced a sharp pickup in popularity during 2013. Advisers have turned to them as a way to help philanthropically inclined investors offset capital...

The art of legacy planning – 7 best practices for gifting art to museums

December 17, 2014

Artwork is among the most collected “investments of passion” among high-net-worth and ultrahigh-net-worth households and is increasing among advisers' clients. Worldwide, 600,000 millionaires are serious art collectors and high-net-worth...

Impact investing a potential trap for the unwary

December 4, 2014

The World Economic Forum has a message for wealthy families thinking about impact investing: don't buy on the buzz. Seeking investments with the dual purpose of making a profit and improving society has become trendy among wealthy people and...

Congress poised to pass tax-extender extender, extending advisers' frustration

December 2, 2014

Congress appears poised to do the minimum in renewing dozen of tax breaks that expired at the beginning of the year, a move that will extend investment advisers' frustration. The House is expected to vote Wednesday on legislation that would...

Mixing tax time and the holidays

November 16, 2014

The next eight weeks are critical for both investors and their financial advisers. It is the time when year-end tax planning takes place. Financial advisers are aware of this season, but clients usually need to be reminded and encouraged to...

How charitable giving can offset bull market gains

November 10, 2014

Charitable giving is on the rise this year as advisers and clients contend with the challenge of offsetting investments that have been climbing in value. As the year winds down, advisers and tax experts gear up for a conversation with their...

So you want to meet the family?

November 5, 2014

In December of 1843, Charles Dickens released a wonderful story entitled "A Christmas Carol" in which a crotchety old tightwad discovers the pleasure of sharing his wealth and the emotional gratification that comes from helping others in need....

Charitable giving gets a boost from wealthy donors

October 21, 2014

Whether the result of frothy investment values, tax management or a general sense of philanthropy, the trend toward charitable giving among the rich has never been so prevalent. The results of a study released Tuesday by U.S. Trust show that...

4 ways to impact students — and the financial industry — through mentoring

September 24, 2014

It's back to school — and back to work for many — but how about back to mentoring? Whether you have a child or not, or just want to give back, there are many ways to do just that — and truly make a difference. Wednesday, BMO Capital Markets...

Should you follow Bill?

September 12, 2014

Bill Gross has been cutting his position in bonds. Should you do the same? Bill Gross is selling bonds, but here's why maybe you shouldn't. Finra might have found its replacement for retiring arbitration chief Linda Fienberg. Wall Street watchdog...

Smart beta, by any other name, is still smart

August 28, 2014

Smart beta, the marketing gimmick that is sweeping across the ETF space. And for good reason. Unable to kill smart beta, critics love to hate it When it comes to active portfolio management, most investors are giving up gains to fees. A bad...

BofA settlement comes back to bite homeowners

August 22, 2014

The flipside of Bank of America's giant mortgage settlement now looks like a giant tax bill for homeowners. Thanks for nothing, DOJ. 2 million homeowners at risk Warren Buffett gets all tangled up in the ever-expanding compliance web. Missed...

Timing charitable gifts to avoid an inversion's tax bite

August 12, 2014

Shareholders of companies undergoing corporate inversions have a capital gains tax bill coming up, and merely donating the shares may not be the most bulletproof way to avoid the levy. Corporate inversions have been in the news as U.S.-based...

What last week's junk bond selloff means for stocks

August 11, 2014

Why last week's junk bond selloff could be a sign of trouble for stocks. Antiquated trading system exposes risks Morningstar advises going back to the basics with bond funds, points out some weaknesses in popular nontraditional bond funds. Bank...

Wall Street firms band together to support a headhunter's cause

August 6, 2014

By definition, being a headhunter puts me in an adversarial relationship with some firms (working against them), while at the same time puts me in an alliance with others (placing advisors with them). But even in the cutthroat culture of adviser...

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