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.
Two Impact Investing RIAs to Merge
By Jeff BermanRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
February 08, 2021
With Voya Deal, Cetera Nears 'Critical Mass' to Go Public: RecruiterBut a number of factors will determine Cetera's success at retaining Voya's 900 advisors, says recruiter Jon Henschen.
February 08, 2021
Cetera Acquires 900 Voya RepsThe Voya advisors, with $40 billion in assets, will join Cetera Advisor Networks.
February 03, 2021
Donor-Advised Fund Grants Surging Amid PandemicThe multi-year growth tear of DAFs continued as donors increased giving, National Philanthropic Trust reported.
January 28, 2021
Prudential Plans to Split Jackson Off Without an IPOSteven Kandarian, MetLife's former CEO, will be Jackson Financial's chairman.
December 29, 2020
Charitable Giving Up Nearly 8%, Despite Pandemic"People ... continue to support their neighbors, communities and charitable causes when they face crises," said Jon Biedermann.
December 22, 2020
Donors Rise to COVID-19 ChallengeSome stakeholders are demanding more from foundations and DAFs.
December 21, 2020
What Will Advisors Give Clients This Holiday Season?Most financial advisors follow regulatory guidelines on gifts, a SmartAsset survey finds.