Also categorized in Financial Planning:
Deeper Dive: When it Comes to Data Breaches, Size Matters
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Help clients give away more of their money. Yes, really.

For high-net-worth clients, there are few sources as trusted as financial advisors for information on charitable giving.

In fact, when it comes to philanthropic decisions, advisors are bested only by one other type of confidant: spouses and partners, according to a survey by U.S. Trust.