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.
With Voya Deal, Cetera Nears 'Critical Mass' to Go Public: Recruiter
By Jeff BermanBut a number of factors will determine Cetera's success at retaining Voya's 900 advisors, says recruiter Jon Henschen.
January 28, 2021
Prudential Plans to Split Jackson Off Without an IPOSteven Kandarian, MetLife's former CEO, will be Jackson Financial's chairman.
December 29, 2020
Charitable Giving Up Nearly 8%, Despite Pandemic"People ... continue to support their neighbors, communities and charitable causes when they face crises," said Jon Biedermann.
December 22, 2020
Donors Rise to COVID-19 ChallengeSome stakeholders are demanding more from foundations and DAFs.
December 21, 2020
What Will Advisors Give Clients This Holiday Season?Most financial advisors follow regulatory guidelines on gifts, a SmartAsset survey finds.
December 17, 2020
How Did You Give Back This Year? — Advisors' AdviceWe asked advisors to highlight their charitable donations, volunteering and other good works.
December 09, 2020
When Gay Clients Retire, Big Financial Challenges CollideFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
December 08, 2020
To Boost Pro Bono Service, Advice Industry Must Set the Tone at the TopThe CFP Board should recommend planners do pro bono service every year.