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.
July 30, 2019
Women's Funds Lure More Engaged DonorsDonors to women's funds give more to charity and support more organizations than general donors do, a study found.
July 26, 2019
How to Advise Clients Planning a Second MarriageThose tying the knot a second time (or more) tend to have more knowledge — and more baggage.
July 25, 2019
LPL Nabs $600M Reps From Kestra Affliates: Recruiting RoundupMeanwhile, Stifel adds advisors from Ameriprise, Morgan Stanley and Wells Fargo with $307 million of client assets.
July 23, 2019
Ethic Picks Up New $13 Million Series A FundingEthic co-founder Jay Lipman compares the growth of ESG investing to the rise of ETFs.
July 19, 2019
From Firefighting to Financial PlanningEx-firefighter William Cuthbertson tells ThinkAdvisor about his 8-year career transition and what he thinks the SEC gets wrong.
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.
July 16, 2019
Orion's Purchase of Advizr Made Sense, but Challenges Remain: Wealth Tech ExpertsOrion's "still not well positioned to compete against" the threat posed by Envestnet and faces pricing pressure, Kitces says.
July 11, 2019
4 Ways to Craft More Meaningful Financial Plans for ClientsCreating more holistic plans will help clients understand the value you provide.
July 09, 2019
How Donor-Advised Funds Can Amp Up Their Giving PowerMany donor-advised fund investors don't realize they can make impact investments as well as giving to charity.
July 03, 2019
How Charitable Giving Helps Advisors Stand OutBy adding this focus to your financial-planning practice, you can align your values with those of your clients and prospects.