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.
Greg Friedman: For CEOs, Culture Trumps Strategy Every Time
By James J. GreenAfter an eventful 2018, Private Ocean's skipper finds his leadership approach validated.
January 16, 2019
Podcasts: An Untapped Marketing OpportunityPodcasts are an effective way to spread your brand across the world but are underutilized in financial advising.
January 10, 2019
5 'Weapons of Mass Attraction' to Help You Gain More ClientsFormer Harley-Davidson communications director Ken Schmidt tells ThinkAdvisor how to become a veritable people magnet.
January 09, 2019
New Survey Focuses on Unique Needs of Smaller FoundationsA new survey from Captrust Financial Advisors of some 150 public and private foundations finds that 73% of organizations had return expectations in…
January 09, 2019
Bill Gates Assesses His 2018 PhilanthropyAlzheimer's research is one area he's optimistic about.
January 04, 2019
Corporate Philanthropy: How Small Advisory Firms Can Create a Big ImpactCorporate philanthropy doesn't have to be large-scale to create real community impact.
January 04, 2019
How Global Impact Bonds Fared in 2018Data will play a pivotal role in supporting growth of outcome-based contracting in 2019, Brookings says.
January 03, 2019
TV Ads in Financial Services: What Works, What Doesn'tFinance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others.