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.
Indie Advisors, Firms Create $48B in Economic Output: FSI Study
By Janet LevauxThe advisors and their work also generate some 482,000 jobs, according to the Financial Services Institute.
September 26, 2016
Can Public Equity Investing Have Impact?To have impact, we must recognize that equity investing can actually involve companies not found within traditional benchmarks.
September 20, 2016
Financial Services Firms’ Reputation Still Shadowed by 2008 CrisisThe 2008 financial crisis continues to shape negative consumer views of the financial services firms.
September 07, 2016
10 National Charities Called ‘Transparency Dodgers’ by BBBBetter Business Bureau charity evaluator names charities that have declined to provide detailed information on their finances.
August 26, 2016
Foundations Adjusting to Lower Returns, for NowPrivate and community foundations are holding spending steady amid lower returns, but can they live with middling investment performance in the long run?
August 23, 2016
Vanguard, Fidelity Charitable Name New ExecsVanguard Charitable has a new CFO, and Fidelity Charitable recently named a new president.
August 22, 2016
The Fidelity Guide to Attracting and Retaining More MillionairesIf the 2016 Fidelity Millionaire Outlook Study is right, advisors may not understand millionaires as well as they think they do.
August 22, 2016
Impact Investing Metrics Help Firms Improve Bottom Line, ValuationsInvestor tracking of metrics like customer satisfaction and environmental impact can help a business function better, GIIN finds.