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.
Fidelity Charitable Donors Step Up Funding for COVID-19 Relief
By Bernice NapachEarly last month the DAF challenged donors to double their charitable donations targeting pandemic relief.
April 30, 2020
COVID-19: A Wake-Up Call for Advisors on Climate-Related InvestingThe pandemic may have been the catalyst sustainable investing needed to go mainstream.
April 27, 2020
Wirehouses, IBDs Share Updates on Comp Policies, Services & Exec HiresWall Street and Main Street broker-dealers are moving in different directions in response to the coronavirus pandemic and their own strategic plans.
April 24, 2020
Raymond James' Tash Elwyn Is Cooking His Way Through Lockdown, for CharityThe executive tells ThinkAdvisor how his family baked 44 pizzas and smoked 99 pounds of pork to benefit a free clinic.
April 22, 2020
How to Select or Evaluate a Donor-Advised Fund Sponsor TodayThe number of DAF sponsors has ballooned. To pick one that can withstand challenging times, some extra due diligence is in order.
April 21, 2020
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid RoundupWells Fargo, Citi and BNB Bank are among other companies offering COVID-19 relief.
April 18, 2020
Investing Platform Motif to Shut DownThe firm, led by Hardeep Walia, says client accounts will be moved to Folio Investing.
April 16, 2020
Schwab Signs Data Deals With Envestnet, eMoney, IntuitSchwab becomes the third major U.S. financial firm to sign a data deal with Envestnet | Yodlee in the past eight months.