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.
Performance Penalty for Responsible Investing is 'Unequivocally' a Myth: Mercer
By Emily ZulzAlex Bernhardt, who leads Mercer's Responsible Investment team, explains why investors should let this fear go.
December 04, 2018
Trust Matters When Investing in CompaniesA special report from the Edelman Trust Barometer found 67% of global institutional investors stated trust was key to investment choices, and that meant good governance.
December 03, 2018
How Ivy League Endowment Performance Stacked UpFor the first time in the 20 years of available data, a 60–40 portfolio outpaced all Ivies in terms of 10-year performance, Markov Processes International reported.
November 30, 2018
How Advisors Can Lure Wealthy Prospects Away From RivalsBeing a "dangerous competitor" doesn't mean being nasty or cutthroat, Anthony Iannarino tells ThinkAdvisor.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
Americans Plan to Boost Donations This Holiday SeasonDisaster relief and health matters are donors' chief priorities, a survey found.
November 29, 2018
Cybersecurity Environment Is 'Terrifying,' USA Financial's CCO SaysAndrea McGrew sees big increase in hacking and phising of advisor-clients; suggests common-sense precautions.
November 28, 2018
Giving & Getting Back: Raymond James, Securities America, Sigma/Parkland, Triad AdvisorsWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.