Philanthropy Forum: Most HNW Clients Dissatisfied With Advice
Go ‘beyond expectations’ of your clients and the relationships will deepen.
Women in Wealth Profile: Schwab's Kim Wright-Violich
For the president of Schwab Charitable, there’s a ‘magic in mixing the for-profit and non-profit worlds.’
Donor Advised Funds: Busting the Myths, Experiencing the Reward
Don't let misunderstandings about donor-advised funds keep you from exploring this worthy charitable vehicle.
Wright-Violich on Why and How Americans Give: The Holiday Interview
Kim Wright-Violich is clearly an advocate for the donor-advised fund that she runs, Schwab Charitable, but in an interview in late October, she also displayed the easy command of both the United States tax code and the psyche of the affluent.
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.