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.
6 Reasons Advisors Can’t Afford to Ignore Clients’ Philanthropy
By Emily ZulzChicago-based philanthropic consultant Ken Nopar talks to ThinkAdvisor about how helping clients help others can help an advisors bottom line.
September 23, 2014
Schorsch’s RCAP Adds Ex-LPL Exec Dwyer in Leadership ShakeupBill Dwyer will be CEO of the Realty Capital Securities unit, while other new additions will give the rapidly growing firm a "deep bench."
September 19, 2014
How to deliver a Hall of Fame speechMaking a list of the people you want to thank and starting with a compelling story are great advice for crafting a memorable speech.
September 17, 2014
How to Join 9,000 Taxpayers With Romney-Sized IRAsIf it seems impossible to amass a fortune in an IRA during your lifetime, think again.
September 16, 2014
U.S. Donors Gave $335B to Charity in 2013: ReportThe recession has been over since mid-2009, but charities are just now catching up.
September 12, 2014
7 proven ways to stimulate referrals without even askingMaking these small adjustments to your sales process will boost your business for years to come.
September 08, 2014
David Bach: Smart Advisors Finish RichThe best-selling author and Edelman partner on his firm's unusual hiring requirements and what he thinks of breakaway brokers who don't repay their loans.
August 25, 2014
Collaborative Divorce: A Win-Win DissolutionRemember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.