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.
8 tips to jumpstart your sales from the field of psychology
By Brian TracyHave you ever wished that you had a crystal ball that told you what your customers were thinking?
February 18, 2016
Using the qualified charitable distribution: 5 IRA scenariosNow permanent qualified distribution rules allow charitably inclined clients to make sizable, long-term arrangements.
February 17, 2016
The Bright Side of Investor DistrustIf, as a recent poll found, investors are "scared" of working with advisors, that might be a good sign.
February 16, 2016
Advisors, Investors Still Hesitant on Robo-Advice, Polls ShowBoth Allianz Life and Practical Perspectives find tech-based investing won't replace human advisors anytime soon, despite robos' expansion.
February 16, 2016
Morgan Stanley Releases Environmental Impact Investing Tools for AdvisorsThe Climate Change and Fossil Fuel Aware Investing Tool Kit helps Morgan Stanley FAs build portfolios for environmentally conscious clients.
February 11, 2016
Combine ILITs With IRA Trusts to Maximize Inherited IRA BenefitsEstate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.
February 10, 2016
SaveDay to Launch Robo-401(k) for Small BusinessesA new robo-401(k) that targets small-business owners hit the market in February.
February 08, 2016
How Advisors Can Help the Community, Boost Their BusinessAt TD Ameritrades National LINC conference in Orlando, attendees discussed ways they were positively interacting with their communities and the benefits to their businesses.