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.
The Rich Are Also Different From One Another
By Tyler CowenFor one thing, theyre much less likely to have inherited their wealth than their counterparts in many supposedly more egalitarian countries.
September 28, 2016
Schwab DAF Clients Gave $1.2 Billion to 56,000 Charities in FY2016For the second consecutive year, Schwab Charitable distributed over $1 billion in charitable grants on behalf of its DAF account holders.
September 28, 2016
Does Client Philanthropy Pose a Conflict for AUM Advisors?If your client reduces his assets under management through charitable giving or other means, does that make the flat-fee approach better for advisors?
September 27, 2016
Indie Advisors, Firms Create $48B in Economic Output: FSI StudyThe advisors and their work also generate some 482,000 jobs, according to the Financial Services Institute.
September 27, 2016
Vanguard’s New Model for Retirement Spending in Low-Yield MarketVanguard has developed a goals-based approach to retirement spending with a low-return environment in mind.
September 26, 2016
Tom James: Master of the Art of CollectingSome people like to stay busy, even in retirement. The Raymond James executive chairman is building an art museum with 500 works from his collection.
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.