Can it be true that a striking number of financial advisors are out of touch with the charitable habits of their clients, as the latest figures from Fidelity Charitable suggest? I’m a little skeptical.
This week the charitable unit of Fide...
Tax Court rules that to obtain a charitable deduction for a donation of a conservation easement, taxpayers must have a “qualified appraisal” that meets most, if not all, of the requirements of the regulations.
A year after Advent Software bought out rival upstart Black Diamond Reporting Software, the latter is seeing brisk growth for its portfolio management products.
As firm-switching among brokers rose to record levels over the past four years, the number of signatories exploded, growing almost 40 fold. Many of the new signatories are RIAs.
Don’t be afraid to sell, but mind these pitfalls.
