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.
Top 4 Reasons You Better Discuss Social Security With Clients
By Bernice NapachAmong them, the risk of losing clients who would rather switch to an advisor who will.
June 14, 2016
The Next Big Thing? Annuitant-Driven AnnuitiesPostmortem tax issues on annuities can be addressed when the contract is purchased now that insurance carriers offer a new form of fixed indexed annuity.
June 02, 2016
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for AdvisorsThe growth of DAFs like Fidelitys is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
May 26, 2016
Richard Sincere: Fee-Only and Philanthropy Advocate — The IA 25Richard Sincere believes advisors can make a big difference in clients' lives, far beyond investment performance, and encourages entrepreneurial philanthropy.
May 25, 2016
DOL’s Best Interest Standard May Be Tougher Than It LooksThere were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on best interest and sole interest standards.
May 24, 2016
Making an 'Impact' on Clients With Impact InvestingNeed a value prop thats timely, resonates with clients (especially women and millennials) and actually shows your value? Get on the ESG train.
May 23, 2016
Impact Investors Boosting Their Bets This YearBig impact investors plan to commit 16% more capital this year, and 89% were satisfied with investment performance last year, Global Impact Investing Network reported.
May 20, 2016
Market Volatility, Election Dim Charitable Giving ProspectsAtlas of Giving reports no growth in the first quarter and predicts a decline for the year.