Deepen client relationships and differentiate yourself by incorporating philanthropy into your practice. This 18-page guide will help you turn your clients’ appreciated illiquid assets into tax-smart charitable contributions.
Nearly $3 million in seed funding for improvements at Alto, a platform that facilitates investments in alts via IRAs, illustrates the growing interest in alternative investments.
The push to make an RIA-friendly, more transparent annuity is on, as insurers and distribution companies grapple with rewriting the investment and compensation models for longevity protection.
