report by BlackRock
Results for ""
Philanthropy
Investor Education: Learn About Charitable Giving
This piece is approved to use with clients.
Use this practical guide to complement discussions you have with clients about philanthropy.
Philanthropy
Charitable Giving: Three Steps to a Successful Plan
This Vanguard research paper examines the advantages and disadvantages of common charitable giving strategies, and it presents examples to show their effects.
Advisor Value & Fees
The Fiduciary Opportunity: The Future Is Now
Beyond the ultimate fate of the Fiduciary Rule, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual?
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.