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.
Donors’ Charitable Priorities Differ According to Where They Live: Fidelity
Local needs and interests often drive donor grant recommendations, Fidelity Charitable said, analyzing its donor-advised fund accounts.
IRS Makes Charities’ Financial Data Easily Accessible
Nonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.
Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.
Americans’ Charitable Giving Set Record in 2015
Foundations, alone among recipient categories, saw a decrease in donations last year.
The Next Big Thing? Annuitant-Driven Annuities
Postmortem tax issues on annuities can be addressed when the contract is purchased now that insurance carriers offer a new form of fixed indexed annuity.
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for Advisors
The growth of DAFs like Fidelity’s is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
Richard Sincere: Fee-Only and Philanthropy Advocate — The IA 25
Richard Sincere believes advisors can make a big difference in clients' lives, far beyond investment performance, and encourages entrepreneurial philanthropy.
DOL’s Best Interest Standard May Be Tougher Than It Looks
There were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on “best interest” and “sole interest” standards.
Market Volatility, Election Dim Charitable Giving Prospects
Atlas of Giving reports no growth in the first quarter and predicts a decline for the year.