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.
Younger Clients Drawn to SRI
By Janet LevauxMillennials and Gen Xers are more are more inclined toward socially responsible investing, according to a new report from Spectrem Research, which finds…
May 26, 2015
Billionaires: Where They Are, What They WantTwo-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
May 21, 2015
Advisors Who Serve(d) Tell Their Stories: Memorial Day, 2015In our latest slideshow honoring advisors who served in the armed forces, we present 16 veterans deserving of praise.
May 21, 2015
Smaller Private Foundations Gave Out Much More Than Required in 2014Foundations with less than $1 million in assets averaged distributions of 13.2%, Foundation Source reported.
May 20, 2015
Once-unthinkable criminal pleas by U.S. banks get investor ‘meh’Five of the worlds biggest banks will pay $5.8 billion in fines.
May 18, 2015
30 Worst Paying College Majors: 2015Data collected by PayScale shows the university degrees with the least payback.
May 13, 2015
Socially Responsible Investing: A Way to Attract Younger ClientsMore than one-quarter of investors under 45 allocate at least 25% of their investable assets in socially responsible companies, according to a new survey from Spectrem.
May 12, 2015
Successful Impact Investing: Embracing Faith-Based Screens for Top ReturnsThere is no need to sacrifice values for strong investment performance, says GuideStone's Ron Dugan. Lipper agrees.