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.
CFPs Believe They Have a ‘Competitive Edge’: Survey
By Emily ZulzThe survey finds that 88% agree that a "fiduciary standard is appropriate for all financial service providers."
August 17, 2017
CFP Board’s Proposed Fiduciary Standard: Too Weak, Too Strong or Just Right?Two CFPs and Knut Rostad discuss the proposed revisions to CFP Board's Standards of Conduct.
August 16, 2017
National Philanthropic Trust Offers Donors New Impact Investment OptionsDonors can create a "double bottom line by investing their DAF assets to generate a social and financial return," NPT says.
August 15, 2017
More Americans Increase Retirement Savings: BankrateTwenty-seven percent have increased contributions this year, the highest level in six years.
August 15, 2017
Endowments and Foundations Stick With AlternativesInvestors are much more optimistic about the U.S. economy now than a year ago, NEPC reports.
August 11, 2017
Advicent Integrates With EnvestnetAdvicent is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnets wealth management platform.
August 08, 2017
Why Advisors Should Guide Clients on Philanthropy, Impact InvestingAdvising clients on philanthropic giving and impact investing creates a virtuous circle, SSGA says.
August 04, 2017
20 Biggest Foundations Governed by ‘Coastal Elite’The leaders of big foundations tend to be far removed from the lives and struggles of average Americans, the Chronicle of Philanthropy reports.