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.
The IA25 Winners of 2019
By Janet Levaux | Ginger Szala | Melanie WaddellSelected by readers, this year's list of "must follow" leaders and influencers highlights VIPs who are ahead of the pack.
April 19, 2019
3 Sustainable Investing Questions Advisors Need to Be Able to AnswerThese questions give you a chance to build deeper relationships with clients — if you know how to answer them.
April 17, 2019
Education Will Unleash Interest in Social Investing: BNY's NewtonThe need for evidence in impact investing "is a symptom, not a cause, of lack of investment," the investment firm says.
April 16, 2019
More US Foundations Fund Pro-Immigrant MovementIf your charitably minded clients want to help improve conditions for immigrants, there are more options now.
April 05, 2019
How Elyse Cherry Became an Impact Investing PioneerCherry helped found the BlueHub Loan Fund, a community development financial institution, long before that term was coined.
April 03, 2019
Ex-NBA Star, Set for Life, Advises the Newly Wealthy for No PayTroy Murphy tells ThinkAdvisor about his firm, which donates its profits to financial literacy groups.
April 01, 2019
Let's Make Kids Part of the Financial Literacy ConversationWhy care about this? Because money-smart kids become money-smart adults.
March 26, 2019
How a Teacher Became an Advisor and GuideJennifer Lazarus now accepts only clients committed to SRI investing, which is her passion.