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Category : Wealth Management
The Opportunity Hiding in Plain Sight
Why the next evolution in charitable planning begins with hearing what clients may not be saying
Creating a Lifetime Stretch Through a Charitable Remainder...
It could provide a meaningful tax benefit
Commuting the Income Interest of Charitable Trusts
The growth in equity markets makes this a compelling option
Five Misconceptions About Donor-Advised Funds
Educated advisors can successfully use this vehicle
How Fiscal Sponsorship Can Streamline Philanthropic...
By operating under an established nonprofit’s tax-exempt umbrella, charitable initiatives can accelerate fundraising, reduce administrative...
SEC Alleges Man Defrauded Law Enforcement Members...
The SEC accused Michael Williams of misleading investors with fake trading profits for managed funds while spending the money on luxury...
Charitable Giving in Retirement
Where Congress might go next
People Moves: Edelman Financial Engines Names Chief...
Also, Mercer Advisors appoints a chief platform officer, EP Wealth expands its leadership team, and Composition Wealth adds a general...
Wealth Manager Mercer Takes Out Private Credit With...
The debt offering included a $250 million delayed draw term loan, which will go toward funding acquisitions and other investments.
Ex-Cetera Advisor Pleads Guilty to $6M Cherry-Picking...
According to the Justice Department, William Carleton kept profitable trades for himself while assigning losing positions to clients.
Cerity Partners Enters Iowa with $2B Gilbert &...
The $160 billion RIA's deal for the West Des Moines, Iowa, firm is expected to close by month's end, marking another strategic expansion.
Deals & Moves: Apella Wealth Grows AUM $928M Via...
In other deal news, Savant adds two CPA firms while rebranding its tax division, Carson brings on its 50th office, and LPL recruits...