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 IRS' Dirty Dozen: 12 Tax Scams to Avoid in 2022
By Michael S. FischerIn addition to pandemic-related scams, this year's list warns of spear phishing and bogus tax-avoidance strategies.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
May 23, 2022
10 Ways to Give to Charity When Money Is TightCharitably inclined clients who find themselves cash-poor have plenty of options besides writing a check.
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.