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.
Five Trends Reshaping the Advice Business
By Angie HerbersTo protect your practice, it's worth taking a serious look at the impact of millennial investors and other marketplace shifts.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.
February 11, 2020
Fidelity Charitable Donors Gave a Record $7.3 Billion in 2019It was the second consecutive record-breaking year for distributions from the donor-advised fund.
February 10, 2020
UBS Revamps iPhone App With Client, Advisor FeedbackThe new app was designed to provide clients with fuller picture of their total wealth.
February 06, 2020
Newday Impact-Investing Robo Adds Strategies Through New PartnershipsFour concentrated portfolios have been added — three equity strategies and one REIT strategy.
February 04, 2020
Nonprofits Weigh In on Pros and Cons of Donor-Advised FundsDAFs are growing in popularity, but they have some vocal critics.
January 31, 2020
How Charitable Boomers Can Reduce the RMD Tax PinchWIth a QCD, retirees can get around tax issues when RMDs threaten to bump them into a higher bracket.
January 28, 2020
Ex-FBI Hostage Negotiator Offers Tips for Dealing With ClientsChris Voss tells ThinkAdvisor how to disarm an upset client and how to reveal hidden information when negotiating.