Practice

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

By Rudy Mezzetta |October 3, 2023

4 min read

Picking apart the idea of a stock-picker’s market

Evidence doesn’t support active management, so why do some advisors?

By John De Goey |October 2, 2023

3 min read

AI tools for financial advisors are already here

From meeting prep to constructing financial plans, here's how advisors are making use of new tech

By Mark Burgess |September 28, 2023

5 min read

Why aren’t more advisors incorporating home equity into retirement plans?

New research looks at what's preventing advisors from recommending home equity release schemes

By Mark Burgess |September 27, 2023

2 min read