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.
2018 IA 25 Independent Broker-Dealer Winners
By Janet LevauxHere are the top vote getters for the Independent Broker-Dealer field.
April 13, 2018
4 Key Tax Categories for Early Planning for 2018 Filing SeasonAdvise clients to start the conversation with their tax professional not too long after they've filed their 2017 taxes.
April 03, 2018
Morten Hansen's 7 Principles of Doing Less and Working BetterThe influential management professor tells ThinkAdvisor how advisors can work smarter.
March 29, 2018
BofA to Open 600 More Merrill Edge Centers, Add 300 AdvisorsSince its launch in 2010, the do-it-yourself online and advised programs have grown to include nearly $185 billion in client assets.
March 28, 2018
Fidelity Charitable Hits Record $1 Billion in Grant-Giving Year to DateThe grant-making follows a record-breaking year in 2017 for the DAF, when the number of new giving accounts grew 20% and volume of grants grew by 25%.
March 28, 2018
Why and How to Leverage a Social Mission for Your Advisory BusinessInfusing an emphasis on making a difference into the fabric of an organization can deepen connections with clients and inspire employees.
March 27, 2018
Impact Investing: What It Is and How It Can Reshape MarketsThe new GIIN roadmap can help advisors monitor developments in impact investing.
March 26, 2018
ImpactAssets Drops Investment Minimums, Fees, Adds New Funds: Portfolio ProductsIn other product news, RobustWealth added direct indexing to its digital wealth platform.