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.
TV Ads in Financial Services: What Works, What Doesn't
By Jane Wollman RusoffFinance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others.
December 19, 2018
4 Tips to Strengthen Client Relationships Around the HolidaysMorgan Stanley's Sarah McDaniel told ThinkAdvisor about some seasonal opportunities to connect with clients — wealthy ones in particular.
December 13, 2018
3 Tax Moves to Make Before Year-EndLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.
December 12, 2018
How Advisors on Each Coast Help Clients Navigate New Tax CodeHow two advisors in high tax states are being proactive with clients on the new tax law, especially the SALT fallout.
December 12, 2018
10 Key Alpha Drivers in Impact Investing: StudySocial responsible investing includes unique drivers that gives it more impact to its focus.
December 12, 2018
Donations Surge When 'Everybody's Doing It': StudyResearchers looked to social psychology to understand how and why people give, looking at women's issues in particular.
December 10, 2018
RBC Adds Responsible Investing Leaders, Financial Abuse Prevention UnitThe firm has also signed on to SIFMA's Senior Investor Protection Toolkit initiative.
December 10, 2018
Performance Penalty for Responsible Investing is 'Unequivocally' a Myth: MercerAlex Bernhardt, who leads Mercer's Responsible Investment team, explains why investors should let this fear go.