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.
Warren Buffett Should Have Shared the Stage
By Tara LachapelleA smooth transition for his successors may hinge on his ability to give them some of the limelight now.
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.
April 03, 2018
Morten Hansen's 7 Principles of Doing Less and Working BetterThe influential management professor tells ThinkAdvisor how advisors can work smarter.
March 29, 2018
BofA to Open 600 More Merrill Edge Centers, Add 300 AdvisorsSince its launch in 2010, the do-it-yourself online and advised programs have grown to include nearly $185 billion in client assets.
March 28, 2018
Fidelity Charitable Hits Record $1 Billion in Grant-Giving Year to DateThe grant-making follows a record-breaking year in 2017 for the DAF, when the number of new giving accounts grew 20% and volume of grants grew by 25%.
March 28, 2018
Why and How to Leverage a Social Mission for Your Advisory BusinessInfusing an emphasis on making a difference into the fabric of an organization can deepen connections with clients and inspire employees.