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.
Giving & Getting Back: Kestra, Lion Street, Prospera
By Ginger Szala | Janet LevauxWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
2 Questions RIAs Must Ask Before a DealWhen it comes to mergers and acquisitions, one RIA employs the same approach for success, and it's not about valuation.
November 28, 2018
Top 10 States With Least Generous Wealthy DonorsA Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.
November 28, 2018
Top 10 States With Most Generous Wealthy DonorsA Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.
November 27, 2018
Schwab: Advised Brokerage Accounts Have Higher Balances, Better DiversificationAdvised retirement accounts also have less concentrated stock positions than self-directed ones, Schwab found.
November 26, 2018
Opportunity Zone Funds: Will They Provide the Impact Investors Expect?Amazon's new Long Island City, New York offices, which will receive an opportunity-zone-related tax break, raises questions about these funds.
November 21, 2018
New Report Weighs Costs of Top-Heavy PhilanthropyGiving by the wealthy is rising as it decreases among others, and that's a problem, a progressive think tank says.
November 20, 2018
Generational Wealth Transfer to Hit $68 Trillion Over 25 Years: CerulliHigh-net-worth practices need to develop multigenerational client relationships to survive, Cerulli warns.