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 on Trump’s Tax Plan: Praise, Concern and Shrugs
By Melanie WaddellNone of the capital gains savings or corporate tax cuts directly affect IRAs, 401(k)s or Roth IRAs.
April 14, 2017
Men Likelier Than Women to Seek Financial AdviceCountry Financial offers steps people can take toward better managing their finances.
April 12, 2017
Wall Street Critic Says Stop Beating Up Wall StreetBestselling author WIlliam Cohan talks to ThinkAdvisor about better ways to change Wall Street's bad behavior and why clients are responsible for choosing trustworthy advisors.
April 06, 2017
Trump’s Policies: Market Impact vs. Economic ImpactThey are not the necessarily the same, according to the head of risk at Horizon Investments.
April 05, 2017
Has It Become Too EZ to Gain Tax-Exempt Status?Simplified application has resulted in soaring 501(c)(3) designations by the IRS.
April 03, 2017
Envestnet Wants to Help Advisors Beat Robos at Their Own GameEnvestnet's integrated offerings allow advisors to offer a new model of advice based on clients' actual data and expectations.
April 03, 2017
UBS Taps Exec to Head New Sustainable Investing PushAs demand for socially responsible investing booms, the wirehouse adds to its leadership in this popular field.
March 31, 2017
Social Investing Grew to $23 Trillion in 2016Responsible investment now accounts for 26% of all professionally managed assets globally, according to the Global Sustainable Investment Alliance.