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.
4 Millennial Traits Every Advisor Should Leverage
By Elisa GarciaSeveral studies have been done on millennials' motivations, and the results may surprise advisors.
October 12, 2018
Donors May Not Understand How Tax Reform Affects GivingFidelity Charitable poll finds six in 10 Americans plan to itemize in 2018.
October 10, 2018
College Endowments Hit Record Values, and Maybe Ire of LawmakersThe schools' opposition to a new tax on the fattest endowments doesn't come at an ideal time.
October 02, 2018
Tips for Getting Referrals and Finding New Clients, From Top AdvisorsDuring Raymond James' 2018 Women's Symposium, four top FAs shared their experience and advice.
October 02, 2018
HNW Women Use Their Wealth to Improve the WorldIn particular, younger women in the U.S. align their wealth management goals with social causes, an RBC Wealth study found.
September 27, 2018
Planning Your Life's Next ChapterAdvisor Peggy Cabaniss is finding fulfillment and meaning in retirement. So can you.
September 25, 2018
Soon Do-Gooders at Vanguard Charitable Can Do BetterVanguard Charitable will offer three new ESG-oriented ETFs for donor-advised fund investors in October.
September 24, 2018
New Tax Bill Offers Attractive Impact Investment OpportunityQualified Opportunity Zones provide a tax incentive to invest in low-income areas, but choose investments carefully.