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 Has Hit Tipping Point: Morgan Stanley
By Ginger SzalaA new study finds 95% of affluent millennials are interested, and they want products to match their values.
September 18, 2019
SRI, ESG and Impact Investing: What Advisors Should KnowFor one thing, evidence suggests that sustainable investing doesn't hurt returns.
September 16, 2019
SEC Fines Prudential Units for Misleading Fund BoardsThe 94 funds were harmed when reorganized so that Prudential and its affiliates could get tax benefits, the SEC says.
September 11, 2019
2 Tax-Smart Charitable Giving Strategies for the New Tax EraThe increased standard deduction makes these techniques, which most taxpayers don't know about, more important than ever.
August 27, 2019
2019 BDs of the Year on Amazon's Impact"You can't ignore [[today's] technology advancements ... . You've got to embrace them, ... innovate and stay current," says David Stringer.
August 23, 2019
Advised DIY Clients' Balances Way Ahead of Non-Advised Clients': StudySchwab report finds much bigger allocations to mutual funds and ETFs in advised accounts.
August 22, 2019
Dawn Bennett Appeals 20-Year Prison SentenceBennett was sentenced in July for defrauding retirees out of $20 million.
August 22, 2019
Ariel's New Co-Chief Is Taking the Firm (Patiently) to the Next LevelHobson tells ThinkAdvisor about how she's motivated by her financially insecure childhood.