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.
Investing in ESG, SRI or Impact Funds? Do You Know the Difference?
By Bernice NapachDemand for investments that have a social dimension beyond profits is growing, but do advisors understand all the different labels?
October 26, 2016
Where Wealthy Donors Give and What They Expect: U.S. Trust SurveyThe wealthy contributed to eight different nonprofit organizations on average, with most giving to basic needs groups.
October 25, 2016
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor UpgradesSince wirehouses want to look like you, head of Schwab custody unit urges advisors to evolve to meet client needs.
October 21, 2016
Eaton Vance to Buy SRI-Focused CalvertThe move could add over $12 billion in assets to the fund provider, putting it over the $350 billion mark.
October 21, 2016
Schwab, Fidelity Having Banner Year for Charitable GivingThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
October 19, 2016
Financial Services Explained, Pt. 1: The Cost of EverythingIn the first of a series, we look at how advisors young and old can benefit from understanding how the industry works for your clients.
October 13, 2016
Court Ruling Likely to Increase CFPB AccountabilityExperts sorting through what the future looks like for the CFPB.
October 12, 2016
Charitable Giving Patterns Often Lessen Positive Effects: PollAmericans are generous, but not always in the most advantageous way, a new study finds.