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.
The Virtue Bubble Is About to Burst. Good Riddance.
By Allison SchragerMaking financial decisions based on your values wasn't making the world a better place. It may have even been making it worse.
May 20, 2022
9 New Findings on How Wealthy Clients Give to CharityAdvisors have an important role to play, BNY Mellon Wealth Management finds.
May 17, 2022
How Affluent Women Are Using Their Money to Drive ChangeUBS lays out a framework for advisors to help women make an impact while boosting their financial well-being.
May 12, 2022
Alternatives for Firms With Private-Label DAFsMany firms and advisors realize their private-label DAF may not be ideal for all clients.
May 03, 2022
Envestnet, ThinkAdvisor Zoom In on Top Active ManagersThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.
April 27, 2022
8 Reasons Private Equity Deserves Advisors' Attention: Hamilton LaneThe asset manager pitches advisors as it eyes up potential growth in the HNW market.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 18, 2022
Backdoor Roth IRA Conversions: Beware the Pro Rata RuleMisunderstanding this rule is one of the biggest dangers clients face with backdoor Roths.