New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds

Published on April 14, 2025

The bill would help advisors and clients make better use of a "vastly underutilized" planning tool, analyst Jeff Bush says.

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Is It Time for Smart Beta to Be Smart?

April 14, 2025
On the evening before his presentation at the Exchange Conference last week, I sat down with Rob Arnott to discuss whether now is the time for smart beta to shine. Arnott is the founder and chair of Research Affiliates and is known as the “godfather of smart beta.”

Trump Tax Cut Extensions Are Far From a Done Deal

April 14, 2025
Clients counting on the $14 million estate tax exemption should act now, Mercer's head of wealth solutions says.      Related StoriesTrump Signs Bill Blocking IRS Crypto Tax RuleMind the Taxes When Making Tariff Trades, Roth ConversionsInstead of Timing the Market, Do This: Pfau, Murguia