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.
Why financial literacy is more important than a universal fiduciary standard
By Chris CarosaIf the public already believes all advisors operate under a fiduciary standard, does regulators making it so even matter?
June 15, 2015
Case studies in freakish behavior at MDRT’s 2015 annual meetingAll professionals could do better by finding the data that reflects how people respond to incentives.
June 15, 2015
The 401(k) Loan: Friend or Foe for Clients?Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
June 15, 2015
10 More Wealthy Donors Take the Giving PledgeThe global Giving Pledge initiative created by Warren Buffett and Bill and Melinda Gates has grown to 137 signatories.
June 11, 2015
Fidelity Charitable Reports on Donors’ Use of DAFsFidelity Charitable is now the second-largest grant maker in the U.S., behind the Bill & Melinda Gates Foundation.
June 01, 2015
Younger Clients Drawn to SRIMillennials and Gen Xers are more are more inclined toward socially responsible investing, according to a new report from Spectrem Research, which finds…
May 28, 2015
Citizenship and work habits: Do your job -- all of it!How would your report card look today for the job you do as a financial planner, insurance agent, investment advisor, etc.?
May 27, 2015
Foundations’ Impact Investing Largely Talk, Study FindsMany private U.S. foundations that purport to engage in impact investing dont put much of their money where their mouth is, according to the Center for Effective Philanthropy.