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.
Third of UBS Assets Are in Sustainable or Impact Investments
By Emily ZulzIts quite clear this is no longer a niche anymore, said Group CEO Sergio Ermotti.
August 25, 2017
GOP Plan to Kill Estate Tax Sets Up Charitable Giving ConflictOne of the victims of a reduction in the incentive to give could be the life insurance industry.
August 22, 2017
Will CFP Board Make History?The standards move financial planners towards professionalism on a number of fronts, but more steps need to be taken in three areas.
August 17, 2017
CFP Board’s Proposed Fiduciary Standard: Too Weak, Too Strong or Just Right?Two CFPs and Knut Rostad discuss the proposed revisions to CFP Board's Standards of Conduct.
August 16, 2017
National Philanthropic Trust Offers Donors New Impact Investment OptionsDonors can create a "double bottom line by investing their DAF assets to generate a social and financial return," NPT says.
August 15, 2017
More Americans Increase Retirement Savings: BankrateTwenty-seven percent have increased contributions this year, the highest level in six years.
August 15, 2017
Endowments and Foundations Stick With AlternativesInvestors are much more optimistic about the U.S. economy now than a year ago, NEPC reports.
August 11, 2017
Advicent Integrates With EnvestnetAdvicent is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnets wealth management platform.