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.
Why Advisors Should Guide Clients on Philanthropy, Impact Investing
By Michael S. FischerAdvising clients on philanthropic giving and impact investing creates a virtuous circle, SSGA says.
July 27, 2017
Betterment Users Can Now Contact CFPs via AppThe in-app messaging tool will allow users to ask questions securely of Betterment financial experts at any time.
July 25, 2017
Foundations’ Investment Returns Rebounded in Fiscal 2016Foundation fiduciaries are moderating their long-term return expectations.
July 20, 2017
Five Best Practices for Charitable GivingVanguard Charitable has gathered five best practices to guide your clients through the development of their charitable plan.
July 17, 2017
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio ProductsAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
July 11, 2017
Schwab Charitable Donors Made Record Grants in FY2017Donors are watching how tax reform, expected in 2018, will affect giving.
July 03, 2017
Washington Abuzz With New CFP Board Standards, Treasury Reg Reform MovesRecent developments in Washington that should grab advisors attention include the Treasury department's first report on regulatory reform, among other things.
July 03, 2017
7 Steps to Attracting Your Clients’ KidsThis seven-step process creates a natural pathway for your clients children to become clients of your firm.