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.
10 Wealthiest Couples in the World
By Michael S. FischerWealth-X reports wealth of six on list is self-made, and of four inherited
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.
July 20, 2015
Schwab, Fidelity DAF Grants Set Records in 2015Schwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.
July 15, 2015
What Do Advisors Really Do Anyway?Its not clear to me why many proponents of transforming the independent advisory world into flat fee only often talk as if they are completely unaware of the many client benefits of an AUM fee model.
July 06, 2015
Foundations, Endowments Buying Emerging Market DebtOver the past decade, foundations and endowments have repositioned their market exposures away from long-only U.S. equities, according to a new report from eVestment.
July 06, 2015
Lazy Buffett gives $2.8 billion to hard-working philanthropistsWarren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.
July 06, 2015
Lazy Buffett gives $2.8 billion to hard-working philanthropistsWarren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.