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.
Sustainable Investing: How Advisors Can Bridge Idea and Practice
By Alex Laipple and Melissa MittelmanJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.
October 23, 2019
How US Family Foundation Philanthropy Is EvolvingA study finds the new generation making its mark in funding priorities and grant-making practices.
October 17, 2019
Schwab Charitable, RIAs Give Advisors Some Philanthropy AdviceThey discussed how advisors can improve their charity and socially responsible investing services.
October 17, 2019
TD Ameritrade's Skip Schweiss Named 2020 FPA President-ElectFPA also elected new board members and FPA NexGen leaders.
October 14, 2019
Sustainable Investing Has Hit Tipping Point: Morgan StanleyA new study finds 95% of affluent millennials are interested, and they want products to match their values.
September 19, 2019
When Families Don't Talk About PhilanthropyAn advisor poll finds most families leave the next generation in the dark about charitable giving.
September 19, 2019
How Financial Advisors Are Adapting to Impact Investing: StudyFidelity Charitable surveyed financial advisors about their attitudes about impact investing.
September 18, 2019
SRI, ESG and Impact Investing: What Advisors Should KnowFor one thing, evidence suggests that sustainable investing doesn't hurt returns.