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.
Who’s Got Financial Resolutions? Investors Shrug as Market Surges: Fidelity
By Michael S. FischerA Fidelity study detects a sense of inertia setting in as the bull market continues.
December 05, 2017
Alan Moore: What Do Younger Advisors and Clients Want? Each OtherThe XY Planning co-founder tells ThinkAdvisor how he defied the conventional wisdom that people under 50 don't pay for financial planning.
November 27, 2017
The Unexpected Risks of Popular Holiday GiftsAlerting clients to these risks can serve as a valuable and attention-getting touchpoint communication at this time of year.
November 22, 2017
Impact Investing Shows Tidy Profits, New Report SaysResearch bolsters impact investing sectors credibility and transparency.
November 22, 2017
Donor-Advised Funds Surge to Record in 2016, NPT ReportsDAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
November 20, 2017
Top 20 Nonprofits That Ruled Fundraising in 2016Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trumps criticisms.
November 17, 2017
Impact Investing Can Be Profitable, New Report SaysRecent research has shed light on what are appropriate and achievable financial performance expectations.
November 16, 2017
Passive Investing a ‘Great Way to Free Up Time’: Schwab’s ClarkMost indie advisors see the rise of passive investing as an opportunity, not a threat, according to a Schwab survey.