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.
HighTower’s Continuing Success Suggests a New Model for Independent Advice
By Bob ClarkHTs open architecture approach not only provides its advisors with better access to products and services, but also promotes competition among clearing firms.
February 27, 2012
Wharton Professor Gives Advisory Model Radical MakeoverVeritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.
February 24, 2012
LGBTQ Groups Received $771M in U.S. Foundation Grants Over 40 YearsIn 2010, 318 organizations donated $97 million in support of LGBTQ issues and organizations, the report said.
February 22, 2012
Smaller Private Foundations More Generous Than Larger Peers in 2011: ReportThe general public tends to know a lot about the activities of the big foundationsMacArthur, Gates, Fordbecause most reporting focuses on the largest ones. But what about small to midsize private foundations?
February 22, 2012
Top 7 TV Advertising Slogans by Financial FirmsAs John Houseman intoned in the iconic TV commercials, Smith Barney earns its money, albeit now as a Morgan Stanley underling. No one can really listen when E.F. Hutton speaks any longer, since they've been subsumed. AdvisorOne rounds up a collection of its favorite ads.
February 21, 2012
Dynasty Financial Continues to Expand With Break-Away AIFDynasty Financial Partners announced that UBS Wealth Services Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.
February 06, 2012
4 Key Predictions for Charitable Giving in 2012Growth in giving will increase this year, though at a slower pace than in 2011, but where will it come from and where will it go?
February 03, 2012
TD Ameritrade Puts Actions Behind Its Patriotic WordsAt annual conference, TDAI pays for supplies for 2,000 Red Cross kits for wounded soldiers and homeless vets. Advisors pitch in.