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 to Meet Client Demand for Impact Investing
By Sarah GelfandAdvisors have an important role to play in translating a client's preference for impact into practical strategies.
May 11, 2018
New IRS Tool Lets Taxpayers Research CharitiesThe all-in-one search tool is designed to provide easier, faster access to public information.
May 07, 2018
Warren Buffett Should Have Shared the StageA smooth transition for his successors may hinge on his ability to give them some of the limelight now.
April 30, 2018
Lessons From TFC Financial's Renee KwokThe firm's new foundation will focus on promoting financial literacy and behavioral finance.
April 30, 2018
2018 IA 25 Independent Broker-Dealer WinnersHere are the top vote getters for the Independent Broker-Dealer field.
April 27, 2018
Global Philanthropy Sector Is Growing Fast: Harvard StudyEducation is the world's top philanthropic priority, a UBS-funded study finds.
April 17, 2018
Private Debt Impact Investing Offers Competitive Financial PerformanceNew report examines two types of impact investing vehicles
April 13, 2018
4 Key Tax Categories for Early Planning for 2018 Filing SeasonAdvise clients to start the conversation with their tax professional not too long after they've filed their 2017 taxes.