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.
5 Reasons Advisors Need to Rethink Impact Investing
By Ali CafferyAdvisors who have little to no interest in sustainable investing are missing a massive opportunity.
February 03, 2017
Plan B for Trump’s ‘big number’ on Dodd-Frank bypasses DemocratsRepublican lawmakers say they are considering a plan for dismantling parts of the financial-rules overhaul that wouldnt require support from a single Democrat.
February 02, 2017
Fidelity, Vanguard Report Increases in 2016 Charitable GivingFidelity Charitable has surpassed its goal of granting $25 billion in its 25 years, the DAF provider said.
January 30, 2017
Schwab Charitable Donors Granted $1.5 Billion in 2016A popular donor strategy and a smart tax move was to contribute noncash assets, Schwab reported.
January 25, 2017
Harvard Endowment to Outsource Most Management, Cut JobsAbout half of 230 employees will depart fund, the school says, as new CEO Narv Narvekar makes sweeping changes.
January 25, 2017
What Morgan Stanley, Wells Fargo and Merrill Lynch Have in CommonFor one thing, they are all examples of why investors need independent advisors.
January 23, 2017
Sustainable and Impact Investing in U.S. Surges by 33%: ReportInvestors are demanding more consideration of environmental, social and governance factors, US SIF reports.
January 19, 2017
Advisor Group Names Steve Chipman Head of Strategic AcquisitionsChipman will lead Advisor Groups efforts to attract broker-dealers.