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.
Financial Services Firms’ Reputation Still Shadowed by 2008 Crisis
By Michael S. FischerThe 2008 financial crisis continues to shape negative consumer views of the financial services firms.
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.
August 10, 2016
Junior Achievement's Financial Literacy ApproachAs CEO of Junior Achievement, Jack Kosakowski helps empower families to have the sometimes awkward but important conversations about money management.
August 02, 2016
College Endowments Seen Posting Worst Returns Since 2009Funds with more than $500 million lost 0.73%, Wilshire says; universities set to report fiscal 2016 returns in the fall.
July 29, 2016
17 Wealthy Families, Individuals Sign Gates-Buffett Giving PledgeThe pledge encourages billionaires to give the majority of their wealth to philanthropic causes.
July 28, 2016
Americans’ Financial Satisfaction Highest Since 2007: CPA GroupBut Brexit may mean more pain for consumers going forward, AICPA says.