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.
Will DOL Fiduciary Rule Be Watered Down?
By Bernice NapachThe possibility of weakening the rule worries Betterment CEO Jon Stein.
May 26, 2017
Millennial Donors ‘Bullish on Charities’Here's how millennials' giving stacks up against that of older generations, according to a survey.
May 17, 2017
Impact Investors Manage $114 Billion in Assets: GIIN Annual SurveyInvestors overwhelmingly report satisfaction with both financial performance and impact.
May 16, 2017
How Millennial Women Are Modernizing Philanthropy: Fidelity CharitableA new study highlights differences in mens and womens giving approaches.
May 15, 2017
What It Takes to Attract and Keep Financial Services EmployeesBeyond wages and benefits, workers want flexibility and career development.
May 12, 2017
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington TrustAmong wealth holders, 67% are apprehensive about sharing inheritance details.
May 12, 2017
Blockchain Seen as Powerful Client Tool for Financial ServicesThe Financial Services Roundtable held an event on Tuesday to discuss the potential for blockchain in financial services.
May 09, 2017
Financial Guarantees Amplify Power of Capital in Impact InvestingProjects and enterprises with strong prospects for positive social or environmental impact may lack a risk-return profile that meets the needs of conventional investors.