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.
Trump's Treasury Secretary Cool on 'Too Big to Fail' Process
By Allison BellTwo Republicans pressed Steven Mnuchin for answers about how he'll treat companies like MetLife and Prudential.
January 19, 2018
Hong Kong Targets Tighter Scrutiny of Listed Firms' AuditorsHong Kong has also replaced its insurer self-regulatory organization with a traditional, government-run agency.
January 17, 2018
Top 10 Charitable Gifts in 2017The top gift on this list is bigger than last year's top 10 donations combined, The Chronicle of Philanthropy reports.
January 12, 2018
Online Charity Gifts Spiked on New Year’s Eve: AnalysisOnline donors gave 38% more to charity during the last week of 2017 than in the final week of 2016, an analysis found.
January 12, 2018
Give Wisely in 2018If you're a charitable giving planner, you know all of this. If not, here are some basic guidelines.
January 11, 2018
4 Strategies for Responsible Exits From Impact InvestmentsInvestors take steps to responsibly exit their investments throughout the investment lifecycle
January 08, 2018
Focus Financial Partner Builds $7.5B TeamThe Colony Group combines with Bridgewater Wealth and Blue Water Advisors.
January 04, 2018
Wall Street Aims to Thwart a Hacking Nightmare for 401(k)sU.S. financial firms plan to expand a secretive project protecting bank accounts against crippling cyberattacks.