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.
Morgan Stanley Exceeds 5-Year Impact Investing Asset Goal
By Emily ZulzThe firm's Investing with Impact Platform has more than $25 billion in client assets under management.
August 13, 2018
3 Things Employers Should Know About Financial Wellness ServicesThe author talks about how new employers are trying to communicate the idea that they care.
August 13, 2018
Foundations' Investment Returns Rose to 4-Year High in 2017Many community foundations benefited from last year's strong economy and stock market performance.
August 09, 2018
Do's and Don'ts for Getting Clients to Follow Your AdviceAvoiding some common mistakes can help make advice "stick," leading to happier clients, psychologist Moira Somers tells ThinkAdvisor.
August 06, 2018
Breaking Down Treasury's Fintech ReportThis week in Human Capital: The Treasury's fintech report doesn't have much about consumer protection, said Nick Bourke of The Pew Charitable Trusts.
August 06, 2018
Schwab Charitable Donor Grants Surged Past 2017 TotalRobust market returns, disaster relief and uncertainty about tax reform drove giving.
August 02, 2018
Chicago Advisor Takes On Gun ViolenceRick Meyers' firm, Bernstein Wealth Management, helps clients get involved, too.
August 01, 2018
Women and Men Give Differently in RetirementMost retiree households maintain their giving even as other spending decreases.