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Charitable Giving an Opportunity for Advisors

Friday, Jul 19 2013

News Roundup

Written by PFA News

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Charles Schwab and Fidelity clients donated a total of $1.5 billion to charitable causes during the first six months of this year, reports Financial-Planning.com.

Advisor referrals and clients of financial planners who offer charitable giving services represent the majority of new accounts at the two firms.

Read the full article from Financial-Planning.com here.

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