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.
How to Right-Size Service for Small Clients
By Angie HerbersLess-affluent clients can be great clients for an advisory firm if handled correctly.
February 01, 2019
College Endowment Returns Fell in Fiscal 2018New spending data show support for financial aid and services like tutoring.
January 31, 2019
Greg Friedman: For CEOs, Culture Trumps Strategy Every TimeAfter an eventful 2018, Private Ocean's skipper finds his leadership approach validated.
January 30, 2019
Charitable Giving Predicted to Grow Faster Than Average in 2019, 2020New research presents three scenarios that could affect giving — for better or worse.
January 23, 2019
Schwab Charitable Sets Another Grant Record in 2018The DAF provider, at 20, has granted more than $11 billion to charity since its inception.
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…