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My 2015 columns illuminated the financial planning capabilities of charitable life income gifts. Charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) can improve the cash flow of the philanthropically minded client as part of a...
What's on your phone? | Eugenio Marongiu/iStock/Thinkstock
A new survey from antivirus company Avast provides some interesting data about mobile security. The study, which included 25,000 people and took place across 11 countries, asked sm...
Competition is intesifying. | DAJ/Thinkstock
Individual investors will drive the future of asset management. In 2014, individual investors represented 90 percent of the industry’s net new flows, but will account for nearly 120 percent by 2...
In general, portability allows a surviving spouse whose husband or wife died after Jan. 1, 2011 to use the deceased spouse’s unused federal estate tax exemption (DSUE). When one owns assets less than his lifetime exclusion amount and passes...