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.
Salesforce Announces AI-Driven Enhancement for CRM
By Danielle AndrusSalesforces targeted CRM for financial services firms has new artificial intelligence and natural language processing capabilities.
March 20, 2017
Trump Is Biggest Global Risk in 2017, Alt Investors SayA poll at the Cayman Alternative Investment Summit found the Trump administration worried the industry more than cybersecurity, China or Brexit.
March 16, 2017
Few Big Foundations Exceed Required Distribution MinimumMany very wealthy donors worry about how their money is being used.
March 16, 2017
More Merrill Departures: Recruiting RoundupRaymond James adds an employee team, and HighTower grabs a breakaway duo; Triad recruits a group from Commonwealth Financial.
March 14, 2017
15 Most Overlooked Tax Deductions: 2017Cut your tax bill to the bone by claiming all the tax write-offs you deserve, Kiplinger says.
March 02, 2017
Securities America to Pay $1M Over Sales of MedCap NotesEarlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.
February 23, 2017
Health Care Is Impact Investors' Top Cause: SurveyAn American Century Investments survey examines millennials opinions on impact investing.
February 21, 2017
Risi Elected to Vanguard Charitable BoardThe national donor-advised fund, with nearly $6.5 billion in grants to charities, is celebrating its 20th anniversary.