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Applause, please: Financial advisers win Community Leadership Awards

September 29, 2016

The charitable contributions of five financial advisers and two firms were honored Thursday night at the 10th annual Community Leadership Awards, presented by the Invest in Others Charitable Foundation and InvestmentNews. "It's resoundingly...

Philanthropic advisers and firms named as finalists for Community Leadership Awards

August 4, 2016

The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The tenth annual awards will be...

Help clients see impact of charitable giving, as ice bucket challenge just did

July 28, 2016

Reports that the Ice Bucket Challenge helped fund the discovery of a gene that could lead to a treatment for ALS serve as a reminder that when it comes to charitable giving, a little progress can go a long way. Millions of people who allowed...

Philanthropy sets record for second consecutive year

June 14, 2016

Philanthropy reached an all-time high for the second year in a row as Americans donated around $1 billion per day in 2015. With an increase in donations from every source, individuals and foundations alike, the estimated total of $373.25 billion,...

Adviser's Consultant: How to create a wealth transfer process for clients

February 10, 2016

Brent Brodeski set out a year and a half ago to beef up Savant Capital Management's estate planning capabilities and create a process for clients who wanted to leave behind a legacy. His first move was to hire a premiere attorney in northern...

Giving the missing link to retirement happiness?

December 2, 2015

Facebook Chief Executive Mark Zuckerberg and his wife's announcement Tuesday that they will be donating 99% of their Facebook stock in their lifetimes could encourage clients to ask about philanthropic giving while they're still around to witness...

Year-end tax planning strategies advisers should be considering

October 30, 2015

The end of the year is quickly approaching, and with it end-of-year tax considerations. Because tax rules are largely unchanged, tactics employed last year will more than likely still be relevant. Still, there are important strategies advisers...

Magnanimous advisers win ninth annual Community Leadership Awards

September 30, 2015

The strong philanthropic commitments of five financial advisers and one firm were honored Wednesday night at the ninth annual Community Leadership Awards. The awards were presented by the Invest in Others Charitable Foundation and InvestmentNews...

Advisers and corporations pitch in for vital causes

September 27, 2015

The Invest in Others Charitable Foundation and InvestmentNews have announced the finalists for the ninth annual Community Leadership Awards. The awards will be presented Wednesday, honoring financial advisers who make a difference with their...

Tools for legacy planning to help clients — and hold on to their inheritors

August 10, 2015

Advisers looking to retain control of assets as they are passed down to future generations should consider reaching out to clients now to help them plan their legacy. Working with clients to share values with heirs, as well as instructing those...

Which of your adviser peers made the short list for the Community Leadership Awards?

July 17, 2015

The Invest in Others Charitable Foundation and InvestmentNews have recognized 15 advisers for their outstanding commitments to philanthropic giving and their work with charitable organizations around the globe. Five of these advisers, one from...

Cost of settling estates rising as states hunt for more revenue

July 16, 2015

Thanks to the recession in 2008, your clients may be paying higher probate fees in the years to come. Meager state coffers resulting from shrunken tax revenue have meant lawmakers around the country have had to cut state spending for education,...

Charitable giving finally surpasses pre-crisis levels

June 16, 2015

Philanthropy reached a record high last year, finally surpassing the amount donated before the recession depressed Americans' charitable giving. Donations rose 5% in 2014 when adjusted for inflation, to $358.38 billion, just a hair above the...

Wealthy want more than a tax break from charitable donations

June 10, 2015

Wealthy Americans think more strategically about their charitable gifting than one might expect. About 90% of donors who contribute to charities through donor-advised funds each year do so for the immediate tax deduction, a new survey of 119,000...

Older investors opening up to socially conscious investing

May 14, 2015

Younger investors have long been interested in socially conscious investing, but a new report from Spectrem Group indicates that older investors — loath to “throw away” money — are starting to turn to funds that espouse a cause, as long...

Gross' greatest project: Giving it all away

May 12, 2015

Count Bill Gross among the world's biggest philanthropists. The bond investor has already given away as much as $700 million and eventually will donate his remaining $2 billion fortune, a figure that's “staggering, even to me,” he said in...

Everything you need to know about setting up a private foundation

March 17, 2015

Tax season is always a good time to talk about charitable giving goals for the next year — and if those goals are large and long-term, clients might want to learn more about private foundations. Charitable giving has become a centerpiece of...

Invest in others call to action: Nominations

March 17, 2015

Do you know an adviser who inspires hope? Who impacts their community? Who's changing the world? Financial advisers do amazing work for their clients, but they also do amazing work for their communities. Advisers are incredibly charitable —...

Line-by-line: Opportunities lie in your clients' income tax return

March 11, 2015

Advisers have plenty of good reasons to take a good look at investors' Form 1040. Tax season is now in its height as the April 15 deadline for taxpayers to submit their individual income tax returns approaches. Though the individual income tax...

Advisers like Rubio tax plan's simplicity, but shudder at details

March 6, 2015

Investment advisers like the idea of streamlining the tax code, but they worry about the details of the plan put forward earlier this week by potential presidential candidate Sen. Mark Rubio, R-Fla., and Sen. Mike Lee, R-Utah. The senators introduced...

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