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.
How to Discuss Impact Investing With Your Clients
By Bernice NapachIt's a conversation most women and millennials want to have and one robo-advisors can't initiate, says Envestnet's Zachary Karabell.
April 27, 2017
5 Investor Profiles You Should Know to Better Serve Your Clients’ NeedsGain actionable insights on investor behavior.
April 27, 2017
Advisors on Trump’s Tax Plan: Praise, Concern and ShrugsNone of the capital gains savings or corporate tax cuts directly affect IRAs, 401(k)s or Roth IRAs.
April 25, 2017
How Philanthropists Are Responding to Political Shift in DCOne donor expressed concern about needing to "fill holes in basic services" left by government cuts. Another thought economic growth would boost charities' revenue.
April 20, 2017
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation SourceA Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
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.