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.
Plan B for Trump’s ‘big number’ on Dodd-Frank bypasses Democrats
By Elizabeth DexheimerRepublican lawmakers say they are considering a plan for dismantling parts of the financial-rules overhaul that wouldnt require support from a single Democrat.
January 30, 2017
Schwab Charitable Donors Granted $1.5 Billion in 2016A popular donor strategy and a smart tax move was to contribute noncash assets, Schwab reported.
January 25, 2017
Harvard Endowment to Outsource Most Management, Cut JobsAbout half of 230 employees will depart fund, the school says, as new CEO Narv Narvekar makes sweeping changes.
January 25, 2017
What Morgan Stanley, Wells Fargo and Merrill Lynch Have in CommonFor one thing, they are all examples of why investors need independent advisors.
January 23, 2017
Sustainable and Impact Investing in U.S. Surges by 33%: ReportInvestors are demanding more consideration of environmental, social and governance factors, US SIF reports.
January 19, 2017
Advisor Group Names Steve Chipman Head of Strategic AcquisitionsChipman will lead Advisor Groups efforts to attract broker-dealers.
January 19, 2017
Ron Carson Completes Move From LPL to CeteraThe wealth management group has over $6.5 billion in assets on its RIA platform and other operations.
January 19, 2017
Bad Explanations for the Financial Crisis Won’t DieA new group of economists recently challenged the prevailing theory; I respond by taking a page from Nicolaus Copernicus.