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.
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation Source
By Emily ZulzA Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
April 06, 2017
Trump’s Policies: Market Impact vs. Economic ImpactThey are not the necessarily the same, according to the head of risk at Horizon Investments.
April 05, 2017
Has It Become Too EZ to Gain Tax-Exempt Status?Simplified application has resulted in soaring 501(c)(3) designations by the IRS.
April 03, 2017
Envestnet Wants to Help Advisors Beat Robos at Their Own GameEnvestnet's integrated offerings allow advisors to offer a new model of advice based on clients' actual data and expectations.
April 03, 2017
UBS Taps Exec to Head New Sustainable Investing PushAs demand for socially responsible investing booms, the wirehouse adds to its leadership in this popular field.
March 31, 2017
Social Investing Grew to $23 Trillion in 2016Responsible investment now accounts for 26% of all professionally managed assets globally, according to the Global Sustainable Investment Alliance.
March 28, 2017
Investors Will Pay for Fiduciary Rule DelayMany firms have already made changes; stalling out now will only reward the firms that profit the most off baiting investors into bad bets.
March 28, 2017
Salesforce Announces AI-Driven Enhancement for CRMSalesforces targeted CRM for financial services firms has new artificial intelligence and natural language processing capabilities.