More in Philanthropy

  • Sep 28, 2015

    CRT Capital Gain Avoidance Plan Quashed

    Final Regulations issued to eliminate an existing loophole...More
  • Sep 22, 2015
    The Daily Brief

    Lies, Damn Lies, and Statistics

    Consumers can’t always trust the advice they get from Social Security, Money magazine’s Philip Moeller reports....More
  • Sep 9, 2015
    The Daily Brief

    NextShares Gets First Broker/Dealer

    Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer advisors and clients NextShares, the actively managed funds that look and act like exchange-traded products without daily transparency into holdings....More
  • Sep 8, 2015
    The Daily Brief

    Costs of Starting an RIA

    How much does it really cost to set up a registered investment advisory firm?...More
  • Aug 24, 2015

    Charitable IRA and Over 50 Other Expired Laws

    SFC votes to extend for 2015 and 2016...More
  • Aug 14, 2015
    The Daily Brief

    Is This William King?

    The New York Post is reporting that former Wolf of Wall Street Jordan Belfort spotted an acquaintance From Wall Street's wild, hard-partying days in a gallery of images of homeless people sleeping on the streets in New York City....More
  • Aug 10, 2015
    The Daily Brief

    Yodlee in the Hot Seat

    Yodlee responds to the Wall Street Journal's "expose" on how it sells aggregated data to asset managers....More
  • Aug 4, 2015
    The Daily Brief

    Charitable Thunder From Down Under

    The Chronicle of Philanthropy reports that Australia’s richest person, the mining magnate Gina Rinehart, may contribute half of her estimated $10 billion fortune to charity under the terms of a proposed settlement agreement with her two adult children....More
  • Jul 29, 2015
    The Daily Brief

    Surviving a Natural Disaster - Financially

    The National Endowment for Financial Education, American Red Cross and the American Institute of Certified Public Accountants have teamed up to create a guide for how to survive a natural disaster - financially....More
  • Jul 20, 2015

    Baseball—The Great American Past-And-Tax Time

    A-Rod’s 3000th hit brings into play income, gift and charitable deduction issues...More
  • Jul 16, 2015
    The Daily Brief

    The Charitable Giving Arms Race

    Investors have been in a giving mood lately. Grants from Fidelity Charitable and Schwab Charitable donor-advised funds are at record levels, the two firms said Wednesday....More

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