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.
2011 Advisor Hall of Fame
By Ellen UzelacWelcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
November 15, 2011
Adhesion's Barrett Ayers on Outsourcing Trends: Schwab Impact VideoThe head of product management at investment and back office outsourcing firm Adhesion Wealth Advisor Solutions discusses trends in advisor outsourcing.
November 15, 2011
Steve Sansom of Green Square on Human Capital: Schwab Impact VideoFounder of Green Square Capital discusses how his asset management firm incorporates the input of its employees and leaders to achieve firm growth.
November 15, 2011
Kim Laughton of Schwab Charitable on Advisors & Philanthropy: Schwab Impact VideoYour clients will be making charitable donations, especially in this time of year. The head of Schwab Charitable discusses strategies advisors can use to be part of the philanthropic process.
November 15, 2011
ByAllAccounts' Carney on Aggregation's Benefits: Schwab Impact VideoThe co-founder and CEO of account aggregation firm ByAllAccounts discusses the benefits to wealth managers, and their clients, of having a comprehensive view of all a client's accounts.
November 14, 2011
Year-End Gift Giving Will Be More Modest—and ‘Meaningful’A study released Monday by World Vision indicates that 71% of American adults surveyed reported that they would spend less on holiday presents this year because of the current economic climate.
November 13, 2011
Guggenheim's Tony Davidow on Investing in China: Schwab Impact VideoGuggenhiem Investments' managing director tells John Sullivan about the different vehicles--including a currency ETF--that advisors can use to take advantage of the China "growth story."
November 08, 2011
LizAnn Sonders of Schwab on Investing and Taxes: Schwab Impact VideoSchwab's chief investment strategist explains her views on expected economic growth, how advisors can take advantage of market volatility, and why we may all be pleasantly surprised by the Congressional super-committee's upcoming suggestions for cutting the deficit.