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.
TDAI on Advisor Recruiting: Think Broader
By Danielle AndrusFor example, career changers, like disaffected teachers or social workers, can make great financial planners, TDAI's Kate Healy says.
January 22, 2015
Invest in Others Is Now Taking Advisor Award NominationsInvest in Others will take names through April 15, and the nonprofit is expanding its work for and with FAs, chairman Bill Dwyer says.
January 09, 2015
The Tax Extender Benefits for Your ClientsHeres what you need to know about the tax extender provisions that Congress made retroactively relevant for 2014.
January 06, 2015
Charitable Giving: Good for Clients’ Charities, Taxes and Financial PlansEquity-owning clients with low cost basis positions can benefit from a tax-efficient charitable strategy that complements the overall financial plan.
December 31, 2014
15 Best College Majors for Business SuccessThe STEM-heavy list compiled from data from public companies may disappoint liberal arts majors with corporate ambitions.
December 31, 2014
Foundations’ LGBTQ Grant Making Grew 6.3% in 2013Report finds strong collaboration and coordination among funders on lesbian and gay issues.
December 31, 2014
15 financial resolutions for the New YearMake a list, check it twice and follow through with it. Don't fall off the New Year's resolutions wagon!
December 31, 2014
15 financial resolutions for the New YearMake a list, check it twice and follow through with it. Don't fall off the New Year's resolutions wagon!