Financial planning

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.

From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.

Both already use the fintech company’s technology to market their products to advisors.

The Trump tax overhaul could mean less after-tax money to go around.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.