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.
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio Products
By Emily ZulzAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
July 03, 2017
7 Steps to Attracting Your Clients’ KidsThis seven-step process creates a natural pathway for your clients children to become clients of your firm.
July 03, 2017
Advisors Giving Back: UBS Advisor Antwyne DeLondeA look at how time at home, in the Army and studying finance produced a desire to help others.
July 03, 2017
SMA Manager of the Year Matt Patsky on the Mainstreaming of Impact InvestingTen years from now, everyone will be an impact investor, says Matt Patsky of Trillium Asset Managment.
June 27, 2017
Fidelity Charitable Donor-Advised Fund Grants Surge in First HalfPlanned Parenthood, the ACLU and the Natural Resources Defense Council saw big rises in donations, Fidelity Charitable reported.
June 27, 2017
The Case for Crypto in Impact InvestingBitcoin and blockchain go beyond just digital currency, according to venture capitalist Jalak Jobanputra.
June 23, 2017
How DOL Fiduciary Rule Can Boost Advisors’ Profits: The Ethics GuyBruce Weinstein, The Ethics Guy, tells ThinkAdvisor why advisors who behave ethically are more profitable.
June 21, 2017
Socially Responsible Investing Starts With the Bottom LineAs mission-focused investing becomes more popular, advisors need to use a financial screen first when looking at potential investments.