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.
Advisors Giving Back: UBS Advisor Antwyne DeLonde
By Janet LevauxA look at how time at home, in the Army and studying finance produced a desire to help others.
June 27, 2017
The Case for Crypto in Impact InvestingBitcoin and blockchain go beyond just digital currency, according to venture capitalist Jalak Jobanputra.
June 23, 2017
How DOL Fiduciary Rule Can Boost Advisors’ Profits: The Ethics GuyBruce Weinstein, The Ethics Guy, tells ThinkAdvisor why advisors who behave ethically are more profitable.
June 21, 2017
Socially Responsible Investing Starts With the Bottom LineAs mission-focused investing becomes more popular, advisors need to use a financial screen first when looking at potential investments.
June 20, 2017
Individual Donors Drove Record Charitable Giving in 2016Corporate and foundation giving rose last year, while estate gifts plummeted, according to the annual Giving USA report.
June 13, 2017
Morgan Stanley Gives Reps the OK to Text ClientsThe wirehouse rolls out a compliant text messaging program with Twilio and launches a sustainable investing course.
June 13, 2017
How Wealthy Millennials Are Changing Investing, Giving and WorkImpact investing gains increasing traction, especially among male investors, U.S. Trust finds.
June 12, 2017
The Emergence of Impact DebtA new kind of impact investment could encourage the risk-averse capital thats been sitting on the sidelines to finally get in the game.