Here's how to help clients maximize both the charitable and tax benefits of any donation.
Instead of comparing clients to a benchmark, investors want their advisors to assess performance based on specific goals, according to Catherine McBreen, president of the Millionaire Corner a research organization focused on understanding investor decision-making. »
Chat Reynders, chairman and CEO of Reynders, McVeigh Capital Management, an RIA with about $900 million in assets under management, speaks about why socially responsible investing is essential for advisors to better connect with younger generations, avoid liability and improve transparency with clients. »
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.