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.
Family Offices Globally Show Significant Similarities: Study
By Michael S. FischerThe average family office portfolio returned about 9% in 2013, the UBS/Campden study found.
October 01, 2014
Some Female Nonprofit Execs Earn 23% Less Than MenAlso, bigger nonprofits were less likely than smaller ones to have female CEOs, a report from GuideStar found.
September 30, 2014
Insurance: The ‘Putter’ in the Retirement Golf BagYou drive for show but putt for dough, AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
September 29, 2014
Vanguard, Schwab, Fidelity Share Update on DAFsRecent research shows donor-advised funds are a growing area for engagement between financial advisors and clients.
September 29, 2014
Saving Exploited EldersEvery day at least 1,000 elderly Americans are financially exploited or abused.
September 25, 2014
6 Reasons Advisors Can’t Afford to Ignore Clients’ PhilanthropyChicago-based philanthropic consultant Ken Nopar talks to ThinkAdvisor about how helping clients help others can help an advisors bottom line.
September 24, 2014
12 Hottest U.S. Cities for MillionairesHere are the cities with the fastest growing populations of high-net-worth residents. Some of them may surprise you.
September 23, 2014
Helping Clients Avoid the IRS on Tax-Free Inherited IRA RolloversIRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.