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.
Morten Hansen's 7 Principles of Doing Less and Working Better
By Jane Wollman RusoffThe influential management professor tells ThinkAdvisor how advisors can work smarter.
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.
March 27, 2018
Impact Investing: What It Is and How It Can Reshape MarketsThe new GIIN roadmap can help advisors monitor developments in impact investing.
March 26, 2018
ImpactAssets Drops Investment Minimums, Fees, Adds New Funds: Portfolio ProductsIn other product news, RobustWealth added direct indexing to its digital wealth platform.
March 14, 2018
Senate Backs Bill Relaxing Dodd-Frank RulesCrapo legislation amends Dodd-Frank, gives Wall Street little; focus shifts to House, where Hensarling seeks bigger changes.
March 08, 2018
2018 Will Be 'Unusual' Year for Philanthropy: ReportThe combined effects of a strong economy and the new tax laws on giving this year are hard to predict, the Lilly Family School of Philanthropy says.
February 16, 2018
When Does a Financial Planner Need to Register as an Investment Adviser?Some financial planners should unquestionably be registered as investment advisers, and others not necessarily so.
February 15, 2018
Fidelity Charitable Granted $4.5 Billion in 2017Cryptocurrency donations from the door-advised fund giant surged 10-fold to $69 million last year.