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.
Securities America to Pay $1M Over Sales of MedCap Notes
By Janet LevauxEarlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.
February 21, 2017
10 Tips for Preparing Your Firm During a CRM TransitionSo how best to prepare for a CRM move? Discover a few expert tips to help you overcome your data jitters.
February 16, 2017
CFPB, Cordray Win Second Chance to Avoid a Trump FiringA U.S. appeals court agreed to reconsider an earlier decision that stripped Cordray of job protection, which left him at the mercy of Trump.
February 15, 2017
Millennials Want to Make Wise, but Different, Money DecisionsMillennials need the same education older generations had, but how they use it will set them apart.
February 14, 2017
10 Most Generous U.S. Donors: 2017Colleges and universities receive the bulk of gifts with a possible downside.
February 14, 2017
How Couples Give to CharityPay raises affect giving differently depending on which partner gets the boost, Fidelity found.
February 08, 2017
5 Reasons Advisors Need to Rethink Impact InvestingAdvisors who have little to no interest in sustainable investing are missing a massive opportunity.
February 07, 2017
Trump’s Dodd-Frank do-over diverted to slow lane with ACASome Republicans want to shoehorn changes into a budget reconciliation bill.