Bequests jump thanks to generous giants including former Buffalo Bills owner Ralph Wilson and the Bill and Melinda Gates Foundation.
Advisers can help clients sort options for elderly housing based on cost and care differences.
A year ago FJY Financial co-founder <a href="//www.investmentnews.com/article/20140709/FREE/140709926/adviser-dan-joss-departs-fjy-financial"" target=""_blank"" rel="noopener noreferrer">Dan Joss left the advisory firm</a> that he, Marjorie Fox and Jon Yankee formed nine years ago after the trio lived through an acrimonious split from another financial planning firm. This time, the trio vowed to make sure things went more smoothly.
Three-quarters of donors say donor-advised funds help them lower capital gains taxes or give more to charities.
Advisers have hundreds of funds in client portfolios, research shows, an onerous amount that saps efficiency.
Many elements, including whether the new firm is a good cultural and technological fit, should be considered before inking a deal.
Find out what kind of information you should know before committing to one of these assisted living facilities.
High court is set to announce opinions in two cases &mdash; one on same-sex marriage and another on health care &mdash; that will impact the advice financial planners deliver to clients.
Most advisers tell clients to think of horse racing as an expensive hobby, not a business venture.
Most financial advisers tell investors to think of horse racing as an expensive hobby, not a business venture.
