The 2010 Forward Thinking 5
What's ahead for 2010 and beyond, specifically for baby boomers and the advisor business? The market meltdown, a fledgling administration and global tension add up...
Fidelity Institutional Wealth Services and National Financial introduced Nov. 11 "Insight & Outlook," a new program that offers FIWS's RIAs, and National Financial's broker/dealers, access...
Who's Giving, and How, and Why?
If you're working with clients and want to encourage charitable giving, whom should you talk to, and how? "There is some limited anecdotal evidence that...
Catching Up With: Kim Wright-Violich
Schwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...
Schwab Charitable Expands Investment Options
Donor-advised fund includes SRI and multiple fixed-income options
This DAF Has Open Architecture
Schwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
Super-affluent philanthropists are able to put their assets to work in ways that those with more modest wealth perhaps cannot even envisage. Earlier this year, Schwab...
Accounts That Keep On Giving
More advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
It may be mid-December, but there is still time for clients to establish a private charitable foundation or donor-advised fund in 2008 and receive a...
Eight out of 10 advisors say they lack necessary charitable giving expertise
A recent survey from Schwab Charitable on charitable giving found: Wealthy Americans give 8 - 10 percent of annual income to charity, compared with 2...