President Joe Biden’s proposed tax-law changes have many investors wondering about how to adjust their portfolios to minimize the impact. In addition to potential increases in income tax rates and the ...

The Matthew Perry Foundation is using a donor-advised fund to create a legacy in the late actor's name. Experts say the strategy is not just for the rich and famous. A donor-advised fund may help ...

In recent years, we’ve seen a seemingly never-ending stream of tragedy in the news—most recently Hurricane Ian devastating communities across Florida. And 2022’s market volatility and rising inflation ...

Financial advisors and charitable-minded clients can tap into tax savings through donor-advised funds when balancing portfolios, making regular gifts and after windfalls, according to an expert. The ...

Susan Dziubinski: I'm Susan Dziubinski with Morningstar. The Biden administration's proposed tax law changes includes a proposal to limit the step-up in basis for inherited assets. And that's leading ...

Vanguard is expanding the case for financial advice beyond investment performance with new research quantifying the emotional and time-related benefits clients experience when working with an advisor.

According to the Australian Prudential Regulation Authority’s (APRA) latest Life Insurance Claims and Disputes Statistics ...