A new Fidelity white paper found that three out of four (76%) high-net-worth investors want philanthropic guidance from their ...

Wealthy Americans use DAFs to give back and save on taxes, but the popular strategy comes with strings attached.

Building relationships with community foundations is an important way to meet DAF donors in your area. Nationwide, community ...

Trump Accounts give eligible kids a $1,000 government head start -- but the tax rules are complicated. Here's how they work ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. A pooled income fund is a type of charitable trust that pools and invests gifts to generate income. Income ...

A donor-advised fund lets you deduct donations immediately, avoid capital gains on appreciated investments, and give on your ...

Fidelity Investments, the world’s third-largest asset manager, reported a record year, with assets in its funds rising by more than $1 trillion and revenue jumping 15% since 2024.

Fidelity is rolling out new model portfolios and an education program aimed at helping RIAs and other wealth managers add alternative investments to client accounts, as the case for exposure to ...

Adam Kramer and Rick Gandhi manage a bond fund that posted a higher return than the S&P 500 last year. And it's one of the ...

Donor-advised funds offer an upfront tax break but mean losing control of your money.

Fidelity Blue Chip Growth FBGRX stands tall on the strength of its bold bets and seasoned leadership. Yet, its reliance on a market enthused with artificial intelligence beneficiaries leaves it ...