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.
Do 401(k) plan sponsors give too much rope?
By Chris CarosaA self-directed brokerage option gives 401(k) investors freedom, but is this decision to give employees unfettered choice really just no decision at all?
June 07, 2013
Philanthropy by Big Companies Rose During Slow RecoveryNoncash giving in particular has surged since 2007, according to a new report from the Committee Encouraging Corporate Philanthropy.
June 06, 2013
Noncompete agreements: Keep or break?Just because you can drive 125 miles per hour on the highway doesnt mean you should.
May 31, 2013
Olivia Mellan: The 2013 IA 25 Extended ProfileWe live, Olivia Mellan told us, in an adolescent society marked by a short-term orientation.
May 30, 2013
Smaller Foundations’ Endowments, Giving Increased Sharply in 2012U.S. private foundations with less than $50 million in assets increased their grantmaking by 9.2% last year, according to a new report from Foundation Source.
May 28, 2013
Moving Toward HarmonyProbing the mind of Olivia Mellan, a pioneer on the psychology of money, and how advisors can use her insights with clients.
May 28, 2013
When Doing Good Is BadFinancial enabling is a problem that manyif not mostfinancial advisors often help their clients deal with.
May 28, 2013
Becoming Fluent in Client NegotiationExperts advise on how advisors can take talking with clients to the next level.