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.
Folio Investing Acquires 200,000 Brokerage Accounts From Online BD
By Emily ZulzFolio converted the former Loyal3 accounts to a new website called FolioFirst.
May 16, 2017
How Millennial Women Are Modernizing Philanthropy: Fidelity CharitableA new study highlights differences in mens and womens giving approaches.
May 15, 2017
What It Takes to Attract and Keep Financial Services EmployeesBeyond wages and benefits, workers want flexibility and career development.
May 12, 2017
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington TrustAmong wealth holders, 67% are apprehensive about sharing inheritance details.
May 12, 2017
Blockchain Seen as Powerful Client Tool for Financial ServicesThe Financial Services Roundtable held an event on Tuesday to discuss the potential for blockchain in financial services.
May 09, 2017
Financial Guarantees Amplify Power of Capital in Impact InvestingProjects and enterprises with strong prospects for positive social or environmental impact may lack a risk-return profile that meets the needs of conventional investors.
May 03, 2017
How to Discuss Impact Investing With Your ClientsIt's a conversation most women and millennials want to have and one robo-advisors can't initiate, says Envestnet's Zachary Karabell.
May 03, 2017
ACLU, Planned Parenthood Get Dramatic Donation Boost in Trump’s First 100 DaysMeanwhile, tax experts see potential for damage to nonprofits in White House tax plan.