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Tax Management
2018 Capital Gain Distributions: Won’t get fooled again
Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.
Tax Management
Deep Dive: The Six Questions Advisors Should Ask About Tax-Smart Investing
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Kuharic an Investment Strategist for Tax-Managed, at Russell Investments, as they explore the 6 most common questions we hear from advisors about tax-smart investing.
Philanthropy
How Charitable is the Financial Industry?
Wall Street has a well-earned reputation for deep pockets, but less public attention is paid to how often the financial industry reaches into those pockets in the name of charity.
Client Experience
Three Ways to Get More Out of Your Client Events This Year
Learn three ways to get more out of your client events this year.
Philanthropy
Micro-Finance Philanthropy and Financial Advisors
If you’re looking for new and exciting ways to engage in philanthropic causes, there are some worthwhile opportunities to review in the specialized world of micro-financing.
Philanthropy
Why It’s Important for Financial Services to Give Back
We can all agree that it’s important to give back to your community. Financial services executives tell us why the individuals and firms in this industry are poised to help.
Philanthropy
Incorporating Goodwill: Five Ways To Pay It Forward
If you’re thinking about a corporate philanthropy program at your company, luckily, some of the best ways to give back in your professional life are actually right in front of you.
Philanthropy
How CSR and Philanthropy Are Changing Financial Services
When asked how corporate social responsibility and philanthropy are changing the financial services industry, a number of executives overwhelming agreed: the industry is being changed for the better.
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.