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.
Climate Change: What It Means for Advisors
By Melanie WaddellEconomists, current (and former) policymakers and advisors are assessing the ways climate change is impacting the economy.
August 28, 2015
Investment Returns Down at Private, Community Foundations in 2014Although investments by these foundations did not produce a banner year in 2014, many institutions increased their mission-related spending, according to a new report.
August 24, 2015
How to Save a Spousal IRA RolloverA common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.
August 13, 2015
10 Wealthiest Couples in the WorldWealth-X reports wealth of six on list is self-made, and of four inherited
August 12, 2015
20 Best-Paid Fundraisers at U.S. CharitiesDonors frown on the practice, and fellow employees resent it. Nevertheless, many charities award bonuses to their fundraisers.
August 10, 2015
Greenspan: Be Afraid, Bond Bubble Is BubblingFormer Fed Chairman Alan Greenspan says there is an extraordinarily unstable position in the price-to-earnings ratio.
August 03, 2015
Fidelity Charitable: Why Clients Use Donor-Advised FundsFidelity Charitable issued in June a report that analyzes how its donor-advised fund account holders use DAFs to support their favorite charities.
July 24, 2015
SMA Manager of the Year Duane Roberts on 'Impact' InvestingCan an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.