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.
How to Measure the Impact of Impact Investing
By Bernice NapachThe growing popularity of impact investing presents many challenges to advisors, among them how to measure results, which is not as simple as it sounds.
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.
February 08, 2016
5 Ways to Boost Impact Investing in Family OfficesImpact investing is "definitely on the upswing" among family offices, says Lisa Woll, CEO of US SIF.