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.
Impact Investors Manage $114 Billion in Assets: GIIN Annual Survey
By Michael S. FischerInvestors overwhelmingly report satisfaction with both financial performance and impact.
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.
May 03, 2017
How to Discuss Impact Investing With Your ClientsIt's a conversation most women and millennials want to have and one robo-advisors can't initiate, says Envestnet's Zachary Karabell.
May 03, 2017
ACLU, Planned Parenthood Get Dramatic Donation Boost in Trump’s First 100 DaysMeanwhile, tax experts see potential for damage to nonprofits in White House tax plan.
May 02, 2017
Don’t Settle for Less: Key Steps to Maximize HSA Growth PotentialWhen it comes to managing an HSA, the investment advantages can be stretched much further than the triple tax savings already offered.
April 27, 2017
5 Investor Profiles You Should Know to Better Serve Your Clients’ NeedsGain actionable insights on investor behavior.