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.
Cetera Raises $210K for Youth
By Janet LevauxOther Caring Cetera donations have supported Girls Inc., as well as the SIFMA stock market games in Los Angeles.
August 05, 2019
House Floats 'Flexible Giving Accounts' for EmployeesA new bill would allow employees to set aside pretax money to give to charity.
July 31, 2019
Donors Set Records at Schwab, Fidelity CharitableThe 2017 tax law has encouraged donors to "bunch" contributions to donor-advised funds, Schwab Charitable says.
July 30, 2019
Women's Funds Lure More Engaged DonorsDonors to women's funds give more to charity and support more organizations than general donors do, a study found.
July 26, 2019
How to Advise Clients Planning a Second MarriageThose tying the knot a second time (or more) tend to have more knowledge — and more baggage.
July 25, 2019
LPL Nabs $600M Reps From Kestra Affliates: Recruiting RoundupMeanwhile, Stifel adds advisors from Ameriprise, Morgan Stanley and Wells Fargo with $307 million of client assets.
July 23, 2019
Ethic Picks Up New $13 Million Series A FundingEthic co-founder Jay Lipman compares the growth of ESG investing to the rise of ETFs.
July 19, 2019
From Firefighting to Financial PlanningEx-firefighter William Cuthbertson tells ThinkAdvisor about his 8-year career transition and what he thinks the SEC gets wrong.