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.
Cetera Taps Board Members From eMoney, Lincoln Financial & Visa
By Janet LevauxThe privately held group of IBDs will no longer share its headcount and asset figures on a regular basis.
May 26, 2016
Richard Sincere: Fee-Only and Philanthropy Advocate — The IA 25Richard Sincere believes advisors can make a big difference in clients' lives, far beyond investment performance, and encourages entrepreneurial philanthropy.
May 25, 2016
DOL’s Best Interest Standard May Be Tougher Than It LooksThere were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on best interest and sole interest standards.
May 24, 2016
Making an 'Impact' on Clients With Impact InvestingNeed a value prop thats timely, resonates with clients (especially women and millennials) and actually shows your value? Get on the ESG train.
May 23, 2016
Impact Investors Boosting Their Bets This YearBig impact investors plan to commit 16% more capital this year, and 89% were satisfied with investment performance last year, Global Impact Investing Network reported.
May 20, 2016
Market Volatility, Election Dim Charitable Giving ProspectsAtlas of Giving reports no growth in the first quarter and predicts a decline for the year.
May 18, 2016
Impact Investing Is at ‘Sweet Spot’ for AdvisorsThe impact investing wave is "mature enough" but "it hasn't yet crested," says impact investing pioneer Amber Nystrom.
May 10, 2016
Wells Fargo’s Mack Opens Up on How an Advisor Helped Her Cope With TragedyWells Fargo Advisors President Mary Mack puts the importance of the DOL fiduciary rule and client-advisor relationships in highly personal terms.