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.
LPL Nabs $600M Reps From Kestra Affliates: Recruiting Roundup
By Janet LevauxMeanwhile, Stifel adds advisors from Ameriprise, Morgan Stanley and Wells Fargo with $307 million of client assets.
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.
July 16, 2019
Orion's Purchase of Advizr Made Sense, but Challenges Remain: Wealth Tech ExpertsOrion's "still not well positioned to compete against" the threat posed by Envestnet and faces pricing pressure, Kitces says.
July 11, 2019
4 Ways to Craft More Meaningful Financial Plans for ClientsCreating more holistic plans will help clients understand the value you provide.
July 09, 2019
How Donor-Advised Funds Can Amp Up Their Giving PowerMany donor-advised fund investors don't realize they can make impact investments as well as giving to charity.
July 03, 2019
How Charitable Giving Helps Advisors Stand OutBy adding this focus to your financial-planning practice, you can align your values with those of your clients and prospects.
July 01, 2019
Private Foundations' Contributions Hold Steady, Despite Asset DeclinesPrivate foundations with less than $50 million in assets gave nearly as much to charity last year as they did in 2017 despite declines in their asset…
June 28, 2019
Cambridge Moves to Support Subscription Model, Lure Young ClientsCEO and President Amy Webber tells ThinkAdvisor how the firm is working to support advisors and what she thinks about Reg BI.