Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Why Are There So Few Black CEOs in Philanthropy?
By Michael S. FischerMost African-Americans working in philanthropy do not believe they have real opportunities for meaningful leadership roles, according to the Association of Black Foundation Executives.
June 05, 2014
Donor-Advised Funds Aid Financial Planning, Teach Children About GivingFamilies with donor-advised fund accounts are using them to prepare the next generation to take up the familys giving legacy, according to Fidelity Charitable.
May 30, 2014
Calvert CEO Barbara Krumsiek to Step DownKrumsiek, a champion of socially responsible and sustainable investing, will remain chairwoman of Calvert Investments board and become chairwoman of the new Calvert Institute.
May 29, 2014
That $41 Trillion Wealth Transfer Now Officially $59 TrillionThe vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.
May 22, 2014
From Iran Hostage to Independence: One Amazing StoryAs a Marine, Kevin Hermening spent 444 days as a hostage in Iran. Now an advisor, Hermening continues to serve with honor.
May 21, 2014
Smaller U.S. Private Foundations Thrived in 2013Private foundations with less than $50 million in assets saw their endowments grow in 2013 for the second consecutive year, Foundation Source reported.
May 15, 2014
More Investors Taking Climate Change, Social Issues PersonallyIt's not just the wealthy who are looking to make an impact with their money.
May 13, 2014
10 Myths About Momentum Investing: AQR CapitalA new paper by AQR Capital Management seeks to lend intellectual respectability to oft-derided momentum investing.