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.
The Growing Influence of Impact Investing
By James J. GreenThe industry is catching on to investors' interest in and willingness to pay for products that align their investment goals and personal values.
December 17, 2015
Your 7-Step Growth Game Plan for 2016Heres how to achieve success in your practice next year, one step at time.
December 14, 2015
Ultra-Wealthy Donors Worldwide Gave $112 Billion to Charity in 2014Wealth-X and Arton Capital's annual giving report focuses this year on Syrian refugees, saying about $800,000 from each HNWI could feed and shelter them all.
December 09, 2015
The charitable gift annuity: 10 talking points for donorsFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
December 09, 2015
The charitable gift annuity: 10 talking points for donorsFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
December 04, 2015
Junk Bond Issuance Soars Ahead of Expected Fed Rate HikeThe higher yields of junk bonds tend to offset some of the impact of falling prices when rates rise.
November 30, 2015
How Doing Good Can Help Advisors Do BetterGiving back can have a positive effect on personal satisfaction, resilience and productivity yours and your team members.
November 25, 2015
Donor-Advised Fund Juggernaut Continues to Dominate Charitable GivingHowever you measure their growth, donor-advised funds as charitable giving vehicles are on a roll.