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 Pick for Bank Watchdog Ripped for Pre-Crisis Performance
By Jesse HamiltonRandal Quarles, a former Treasury undersecretary and private equity firm partner, would be the Fed's first-ever vice chair for supervision.
July 20, 2017
Five Best Practices for Charitable GivingVanguard Charitable has gathered five best practices to guide your clients through the development of their charitable plan.
July 17, 2017
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio ProductsAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
July 11, 2017
Schwab Charitable Donors Made Record Grants in FY2017Donors are watching how tax reform, expected in 2018, will affect giving.
July 03, 2017
Washington Abuzz With New CFP Board Standards, Treasury Reg Reform MovesRecent developments in Washington that should grab advisors attention include the Treasury department's first report on regulatory reform, among other things.
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.