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 CEO Moore Stepping Down
By Janet LevauxThe news comes about two and a half years after he was tapped to lead the IBD firm, which private-equity group Genstar Capital recently bought.
February 13, 2019
Joe Duran: 4 Ways to Show Clients You're 'Worth It'The head of United Capital tells advisors to take a lesson from premium brands: "Price is fact. Value is perception."
February 12, 2019
A Reporting Framework for Opportunity Zone FundsThe framework can help opportunity fund managers and investors measure the impact of their investments.
February 01, 2019
College Endowment Returns Fell in Fiscal 2018New spending data show support for financial aid and services like tutoring.
January 31, 2019
Greg Friedman: For CEOs, Culture Trumps Strategy Every TimeAfter an eventful 2018, Private Ocean's skipper finds his leadership approach validated.
January 30, 2019
Charitable Giving Predicted to Grow Faster Than Average in 2019, 2020New research presents three scenarios that could affect giving — for better or worse.
January 23, 2019
Schwab Charitable Sets Another Grant Record in 2018The DAF provider, at 20, has granted more than $11 billion to charity since its inception.
January 16, 2019
Podcasts: An Untapped Marketing OpportunityPodcasts are an effective way to spread your brand across the world but are underutilized in financial advising.