As Israel-Hamas War Rages, Donors Ramp Up Support: Schwab

Schwab Charitable is seeing a big outpouring of grants to aid victims of this crisis and other disasters worldwide.

A New Kind of Donation from Rich Transforming College Sports

The rapid rise of eye-popping sums to student athletes from donor collectives has transformed college sports — and attracted IRS scrutiny.

He Made a Fortune and Gave It Away

He gave away nearly all of his $8 billion fortune to charity, much of it as quietly as he had made it, before he died at 92 in October.

Affluent Women Influence 85% of Charitable Giving Decisions: BofA

Younger generations, including millennials and GenZ, show growing philanthropic influence with a spotlight on climate change causes.

5 Advisors Recognized for Good Works

Five financial advisors were recognized for their outstanding community contributions at the 17th annual Invest in Others Awards Gala.

Grandparents Paying for College Will Soon Have More Options

New rules are expected tl make it easier for grandparents to help their grandkids, if you clearly explain them.

Schwab Charitable Beats U.S. Giving Trend

Schwab’s donor-advised fund hits record while philanthropic giving declines nationally.

Inherited IRAs: Create a 10-Year Plan Today

Although the IRS has again delayed RMDs on these accounts, taxes can slam beneficiaries who don’t proactively plan for these distributions.

The Conversation That Can’t Wait: Charitable Planning

It’s easier to amend plans as life throws curveballs than to start from scratch with aging clients. (By Ken Nopar)

Long-term Care Needn’t Upend Charitable Goals

Setting up giving strategies today can safeguard charitable-giving dollars from future senior housing and care expenses. (By Jim Ciprich)

Latest News

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.

Humana, Cigna in Talks to Merge

A deal would give Cigna a much greater foothold in the fast-growing market for managing federal Medicare plans for older Americans.

Aretha Franklin’s Sons Awarded Late Singer’s Real Estate

They now own the late singer's real estate after a judge ruled that a handwritten will found hidden in her sofa was the correct document.

The Wit and Wisdom of the Late Charlie Munger

Charlie Munger, Warren Buffett's deputy who helped transform Berkshire Hathaway into a conglomerate, will be remembered, in part, for comments like these.

Supreme Court to Hear Biden Appeal of Case Affecting Advisors, Others

Lower courts have decided the SEC’s power to seek penalties through in-house enforcement proceedings violates the U.S. Constitution. Another case pending against FINRA says it has too much power.