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.
The Fundamental Rule of Content Marketing That Most Advisors Overlook
By Jud MackrillYou know how important financial planning is. How can you convey that passion to clients?
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.
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.