ESG? SRI? Defining Investing with a Conscience Divides Advisors
Even among advisors who support the concept of socially responsible investing, agreeing on what that term entails exactly is tough.
Planners learn strategies for guiding soldiers and veterans on unique financial challenges. Read More »
Count Bill Gross among the world’s biggest philanthropists. Read More »
In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000. Read More »
"Some of the volunteer work that I was doing early on just kept growing on me and I found that I love being able to create change," says Russell Goldstein. Read More »
The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up. Read More »
Ameriprise advisor Joe De Sena explains how getting involved in a charity changed his practice. "It's about making contributions to their lives in a way that has almost nothing to do with the money." Read More »
Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients. Read More »
A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now. Read More »
On this day dedicated to giving back, a pair of CPAs have some advice for those who are planning their end-of-year charitable giving. Read More »
Planners offer their guidelines for helping wealthy clients accomplish more good with their money. Read More »
Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain. Read More »
Fidelity expects giving to Ebola relief efforts to continue to rise; offers advisors tips for advising client charitable strategies. Read More »
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Oct 14, 2015
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The Broadmoor Hotel in Colorado Springs, Colorado
Nov 4-5, 2015
New York Hilton Midtown, New York, NY