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.
Fidelity, Vanguard Report Increases in 2016 Charitable Giving
By Michael S. FischerFidelity Charitable has surpassed its goal of granting $25 billion in its 25 years, the DAF provider said.
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.
January 19, 2017
Ron Carson Completes Move From LPL to CeteraThe wealth management group has over $6.5 billion in assets on its RIA platform and other operations.
January 19, 2017
Bad Explanations for the Financial Crisis Won’t DieA new group of economists recently challenged the prevailing theory; I respond by taking a page from Nicolaus Copernicus.
January 17, 2017
How to help clients keep New Year’s financial resolutionsTotal financial wellness begins with baby steps not "big rocks."
January 13, 2017
Hit your 2017 sales targets by the end of AugustWhat if you could reach your sales goals by the end of August and focus on exceeding your expectations for the rest of the year? Here's how.