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.
How Clients Can Cut or Avoid RMDs: Kiplinger
By Ginger SzalaThese strategies can help keep retired clients from having to withdraw money they don't need.
February 25, 2019
Who the Wealthiest Charity Donors Supported in 2018A Chronicle of Philanthropy report says artificial intelligence is a hot area for donations by the ultra-rich.
February 20, 2019
The 3 Stages of Widowhood, and How Advisors Can HelpKathleen Rehl tells ThinkAdvisor how to help widows move forward financially and not to get fired by them.
February 19, 2019
Cetera CEO Moore Stepping DownThe 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 15, 2019
Record Grant-Making at Fidelity Charitable, National Philanthropic TrustLast year, Fidelity Charitable made some 1.3 million donor-recommended grants, totaling more than $5.2 billion.
February 13, 2019
How to Right-Size Service for Small ClientsLess-affluent clients can be great clients for an advisory firm if handled correctly.
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.