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.
Charities Under Obama Tax Plans Would Feel Some Pain: Study
By Michael S. FischerTax code proposals would have limited short-term effects, but in long-term might hurt, Indiana University study finds.
November 01, 2011
A Tipping Point?Its always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.
October 31, 2011
At Schwab Impact 2011, Big Names Appear, Big Themes PredominateBill Gross, Tony Blair, Maria Bartiromo and Chuck himself welcome advisors to Schwabs hometown for Impact 2011.
October 31, 2011
Foundations Increasingly Using Investment Assets to Achieve Social BenefitGrant makers holding a fifth of all U.S. foundation assets are investing endowment dollars to further their charitable missions, according to a Foundation Center report released last week.
October 28, 2011
Legacy Giving: Schwab Charitable Extends Reach of DAFs Beyond Donors’ LifetimeSchwab Charitable helps donors with philanthropic activities before and after death.
October 27, 2011
LPL Increases Profits, Revenue in Q3; 782 Net New Reps in 2011Parent company of largest independent broker-dealer adds $3 billion in net new advisory assets in third quarter; nearly doubles assets in RIA custody unit, to $20 billion
October 26, 2011
Making the Most of a MentorFinancial advisors-in-training must be ambitious, gutsy and thrive on hard work. Thats just for starters. And who is best qualified to guide these rookies on their challenging journey to profit and prosperity? Somebody whos walked miles and miles in their shoes: in other words, a caring mentor.
October 19, 2011
Maximizing Internships, Pt. 2: Be Realistic About Chances You’ll Hire ThemInternships may be great for advisory firms, but only 20% of interns become employees of those firms.