Advisors Giving Back: UBS Advisor Antwyne DeLonde
A look at how time at home, in the Army and studying finance produced a desire to help others.
Tom James: Master of the Art of Collecting
Some people like to stay busy, even in “retirement.” The Raymond James executive chairman is building an art museum with 500 works from his collection.
Morgan Stanley Expanding Philanthropy Efforts for Clients
The wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
The life-changing life insurance career that's often overlooked
Fraternal benefit societies offer life insurance agents & advisors unique opportunities to weave charitable & community-building initiatives into their careers.
The charitable gift annuity: 10 talking points for donors
For philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
Lazy Buffett gives $2.8 billion to hard-working philanthropists
Warren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.
Prepare now for next year’s non-cash charitable contributions
One way to reduce both income tax and the size of an estate is to make charitable contributions of non-cash goods.
Global philanthropists put growing demands on advisors
Advisors need more tools to add value for increasingly sophisticated overseas donor clients.
BMO poll: Canadians' charitable donations rise 8 percent
More than four-fifths (84 percent) of Canadians have made a charitable donation in the past 12 months, up from 77 percent in 2013.
Under the Hood: What You Need to Know About Wills, Pt. I: The Checklist
Financial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.