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.
ImpactAssets Drops Investment Minimums, Fees, Adds New Funds: Portfolio Products
By Emily ZulzIn other product news, RobustWealth added direct indexing to its digital wealth platform.
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.
February 02, 2018
Why Rich Women Support Women’s and Girls’ CausesNew research finds wealthy female donors are strategic and willing to take risks.
February 01, 2018
CFPs Cry Foul Over Proposed 7-Step Planning ProcessThe changes reflect the modern delivery of financial planning, the Board says, but some prominent planners are skeptical.
January 31, 2018
Trump's Treasury Secretary Cool on 'Too Big to Fail' ProcessTwo Republicans pressed Steven Mnuchin for answers about how he'll treat companies like MetLife and Prudential.
January 25, 2018
College Endowment Returns Up Sharply in Fiscal 2017Tax law changes and tuition trends will put pressure on endowments going forward, execs of NACUBO and Commonfund say.
January 24, 2018
Schwab Charitable Grants Set Record in Unique Giving EnvironmentStrong market returns and tax legislation led to a historic giving year in 2017.