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.
UBS Taps Exec to Head New Sustainable Investing Push
By Janet LevauxAs demand for socially responsible investing booms, the wirehouse adds to its leadership in this popular field.
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.
March 24, 2017
9 Facets of Limited-Life Foundations’ Plan to Spend DownSome foundations set an end date on their largesse in order to have a greater impact.
March 23, 2017
Thou Shalt Not Buy Biblically Responsible ETFsThe companies CWM will not invest in do not reflect biblical values. But the ETF provider goes further than most SRI funds.
March 20, 2017
Trump Is Biggest Global Risk in 2017, Alt Investors SayA poll at the Cayman Alternative Investment Summit found the Trump administration worried the industry more than cybersecurity, China or Brexit.
March 16, 2017
Few Big Foundations Exceed Required Distribution MinimumMany very wealthy donors worry about how their money is being used.
March 16, 2017
More Merrill Departures: Recruiting RoundupRaymond James adds an employee team, and HighTower grabs a breakaway duo; Triad recruits a group from Commonwealth Financial.
March 14, 2017
15 Most Overlooked Tax Deductions: 2017Cut your tax bill to the bone by claiming all the tax write-offs you deserve, Kiplinger says.