Wealth Management

DECEMBER 9, 2022

Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.

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Charitable Planning Planning Clients Management 104

Wealth Management

MARCH 13, 2024

And the four client types that stand to benefit most from a conversation regarding donation to charity and philathropy.

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Nerd's Eye View

JANUARY 22, 2024

While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients. If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems.

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Financial Advisor Insurance Coverage Charitable Planning Estate Planning 185

Wealth Management

SEPTEMBER 15, 2023

Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and privat

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eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

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Advisor Perspectives

MARCH 29, 2023

Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. You can add value to your clients by sharing these tax-smart giving strategies for 2023.

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Taxes Charitable Planning Clients Planning 59

eMoney Advisor

NOVEMBER 29, 2022

When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and they’re age 70 1/2, it’s smarter to make those gifts directly out of the IRA in what’s called a qualified charitable distribution (QCD). Are clients able to make a QCD to a donor-advised fund?

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