The practice is growing quickly even beyond wirehouses, but some are concerned about the risks and conflicts of interest.
Three-quarters of donors say donor-advised funds help them lower capital gains taxes or give more to charities.
Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.
HedgeCoVest targets retail investors and advisers, who will be able to allocate and liquidate clients' SMAs at any time, without typical hedge fund gate provisions.
Former PowerShares executive says the exchange-traded fund world includes “some really ill-conceived ideas.”
Advisers, tell <i>InvestmentNews</i> what types of software and devices you use.
Feeling behind in savings and salary or embarrassment over finances motivates a third of non-retirees to make positive financial decisions, according to a recent survey.
Gold bullion prices have been trapped in a bear market the past two years. With coin buyers heading for the exits, there aren't many places left to find a bull.
Five steps clients can use to guide their donor-advised fund contribution checkup, which can help maximize financial and tax-planning benefits and make charitable giving more enjoyable.
Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.
For the first time in 15 years, demand in the U.S. economy is outpacing supply, and that could roil financial markets.
Americans born between 1965 and 1980 have more debt than other age groups and are more pessimistic about ever being able to afford to retire.
<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
HedgeCoVest has launched hedge-fund-replicator investment products at a flat 2.5% management fee without a performance fee or typical hedge fund gate provisions.
Excess earnings before full retirement age can reduce payments to both spouses.
Going paperless at the office is more than a nod to environmental virtuousness, it just might give advisers a leg up on SEC compliance exams.
He plans to get by with a lot of help from consumers
Year-end donations can help mitigate next year's tax bite.
Charities may be able to use these insights into the reasons that different people give.
