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.
Envestnet, ThinkAdvisor Zoom In on Top Active Managers
By Ginger SzalaThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.
April 18, 2022
Backdoor Roth IRA Conversions: Beware the Pro Rata RuleMisunderstanding this rule is one of the biggest dangers clients face with backdoor Roths.
April 06, 2022
Getting Better Outcomes With Crypto and Other New ProductsWhen clients ask about Bitcoin and ESG, advisors must explain how they can help attain investment goals.
April 06, 2022
4 Ways to Help Clients Maximize Their Charitable ImpactA Morgan Stanley expert in philanthropy management shares strategies for advisors to use in guiding their clients toward proactive giving.
April 01, 2022
Why Some Advisors Establish Donor-Advised Funds Now and Fund LaterOpening a DAF account in advance will prepare investors to fund it at the right time.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 29, 2022
Nearly Half of Families Earning $100K or More Lack an Estate Plan: SurveyMany respondents said they thought they weren't wealthy enough to need one.
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.