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.
Meet Advisor of the Year finalist David D. Holland
By Kristen BeckmanDavid D. Holland of the Holland Financial Inc. has logged 19 years in the industry. During 2015, he was responsible for roughly $26 million in sales.
June 30, 2016
Morgan Stanley Expanding Philanthropy Efforts for ClientsThe wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
June 29, 2016
Professionals and Conflicts of Interest: Not Hard to GaugeHeres why professionals (and their clients) need standards of ethical conduct that address the proper handling of conflicts of interest.
June 24, 2016
Want to better serve your clients? Team up!Knowing when to bring in partners can transform you from a one-trick pony to an all-inclusive provider whom clients value.
June 23, 2016
Rep. Hensarling Shares Draft of Bill to Replace Dodd-FrankHouse Financial Services Committee chairman wants Financial CHOICE Act marked up in September.
June 22, 2016
Donors’ Charitable Priorities Differ According to Where They Live: FidelityLocal needs and interests often drive donor grant recommendations, Fidelity Charitable said, analyzing its donor-advised fund accounts.
June 20, 2016
How Advisors Can Fight Elder Financial AbuseFending off exploiters of elderly clients is a difficult task; advisors should embrace it.
June 20, 2016
IRS Makes Charities’ Financial Data Easily AccessibleNonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.