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.
Program-Related Investing Has Yet to Attract Foundations
By Michael S. FischerProgram-related investments can help foundations achieve their charitable goals while generating financial returns, but U.S. foundations have been slow to adopt their use.
May 07, 2013
The cost of critical illness would probably crush your financesNine out of 10 Americans are not financially prepared for a critical illness diagnosis within their family.
May 06, 2013
Advisor Group Unveils Initiative to Help Women Advisors Grow Their PracticeThe AIG-owned Advisor Group is putting its power behind an initiative to help women advisors grow their business in an admittedly "male-dominated industry."
May 05, 2013
‘Time Saving Techniques’ That Add Value for ClientsWhat can you do to save time if you don't want to put outsourcing burdens on your clients?
May 04, 2013
How Does a Planner's Brain React to Change? Judith Glaser Tells the TalePeople experience change differently when they have healthy conversations about change, says expert.
May 02, 2013
Do you attract new business, or pursue it?If you want clients to come to you, give them multiple reasons and many ways to find you