Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
God and the Advisor: Navigating Faith and Finance
By Jane Wollman RusoffAdvisors typically steer clear of religion, but some are paying closer attention to faith-based investing.
January 10, 2014
5 sales lessons I learned in 2013Another year has come and gone. What have you learned?
January 07, 2014
15 Biggest Charitable Gifts of 2013Fifteen Americans made gifts of $100 million or moreand one gave almost $1 billion to one lucky recipient, Chronicle of Philanthropy reported.
January 06, 2014
Divorce Planner’s Novel Approach Leads to Lucrative BusinessThe overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
January 02, 2014
America’s Cup and What Larry Ellison Can Learn (Next Time)As San Francisco gears up to host another sailing contest, there's a chance to put philanthropy (and sportsmanship) ahead of other priorities.
January 02, 2014
Charity Donations Climbed in 2013: ReportContributions were up 12.4% versus 2012 as of November, Atlas of Giving reported recently.
January 02, 2014
Giving Pledge Draws ‘Paltry’ Interest Among BillionairesWealth-X investigates why only 5% of the world's billionaires have signed the Buffett-Gates pledge to leave half their wealth to charity.
December 25, 2013
7 more times when you need to slow downSpeed isnt everything, especially in sales.