Research / WMIQ

Continued growth anticipated, as more than half of advisors expect to increase their use of alternative investments in the next three years

Cetera Financial Group, the independent broker/dealer group, hired Alex Kaye as vice president, and Kian Rafia joins as director of advisory products. Kaye spent the last three-plus years with Wilshire Associates as senior portfolio manager, vice...

Trustee's participation determines whether trust activity is passive under IRC Section 469 In Private Letter Ruling 201029014 (July 23, 2010), the Internal Revenue Service explained how to determine whether an activity is under Internal Revenue...

Trustee's participation determines whether trust activity is passive under IRC Section 469 In Private Letter Ruling 201029014 (July 23, 2010), the Internal Revenue Service explained how to determine whether an activity is under Internal Revenue...

As they say, an ounce of prevention is worth a pound of cure. For those charitably inclined, it will be more important than ever this season to understand that the choice of what to give and when to give it may determine how much they can afford...

We all have clients who feel they've fully provided for their descendants and loved ones financially, so their remaining estate-planning objectives are purely philanthropic. The end-of-life estate plans for those clients become very simple make a...

Federal uncertainty about the estate tax and GST tax causes a ripple effect on state tax regimes.

Bill and Melinda Gates do it. Bill Clinton does it. Bono does it. And thanks to the Internet, the Average Joe can do it. What is it, you ask? It's the new rage in philanthropy. And although it's called by many names including engaged philanthropy...