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.
Don't Let Client Overload Slow Your Growth
By Angie HerbersWhen signs of being "maxed out" appear, advisors can take some helpful steps to boost their and their firms' success.
July 31, 2019
Donors Set Records at Schwab, Fidelity CharitableThe 2017 tax law has encouraged donors to "bunch" contributions to donor-advised funds, Schwab Charitable says.
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.