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.
CFP Board’s Proposed Fiduciary Standard: Too Weak, Too Strong or Just Right?
By Emily ZulzTwo CFPs and Knut Rostad discuss the proposed revisions to CFP Board's Standards of Conduct.
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.
August 08, 2017
Why Advisors Should Guide Clients on Philanthropy, Impact InvestingAdvising clients on philanthropic giving and impact investing creates a virtuous circle, SSGA says.
August 04, 2017
20 Biggest Foundations Governed by ‘Coastal Elite’The leaders of big foundations tend to be far removed from the lives and struggles of average Americans, the Chronicle of Philanthropy reports.
July 27, 2017
Trump's Pick for Bank Watchdog Ripped for Pre-Crisis PerformanceRandal Quarles, a former Treasury undersecretary and private equity firm partner, would be the Fed's first-ever vice chair for supervision.
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.