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.
Rising Health Care Costs Are Top Threat to Estate Planning: TD Wealth
By Michael S. FischerFamily conflict, the top concern for three years running, was edged out by other worries.
May 04, 2021
5 Ways to Use a Tax Return as a Financial Planning ToolA new client's 2020 tax return can be a jumping-off point to understanding their financial situation.
April 28, 2021
Why Younger Clients Are Establishing Donor-Advised FundsIncreasingly, donors establish DAFs while they are still working.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
March 01, 2021
Fidelity Charitable Wins Lawsuit Over Stock DonationA couple, both hedge fund managers, charged that false promises were made to induce them to contribute stock to a donor-advised fund.
February 19, 2021
College Endowment Returns Plummet: StudySeven in 10 schools increased spending from the endowments, NACUBO–TIAA found.
February 08, 2021
With Voya Deal, Cetera Nears 'Critical Mass' to Go Public: RecruiterBut a number of factors will determine Cetera's success at retaining Voya's 900 advisors, says recruiter Jon Henschen.
February 08, 2021
Cetera Acquires 900 Voya RepsThe Voya advisors, with $40 billion in assets, will join Cetera Advisor Networks.