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.
FSI Doubles FA Membership in One Year. Will They Stay?: FSI OneVoice 2012
By John SullivanFSIs senior staff and leadership discussed the organizations strong growth rate, regulatory challenges faced by IBDs and the issues they face when attempting to bring quality, affordable financial advice to middle America.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 17, 2012
U.S. Millionaires Recognize Wealth Comes With ResponsibilityAmerican millionaires feel an obligation to "give back" and few are concerned with their ability to do so, according to survey findings released Tuesday by PNC Wealth Management.
January 06, 2012
7 Resolutions for Retirees in 2012From financial nuts and bolts to more holistic aims, heres a look at seven worthy aims for retirees to strive for in 2012.
January 05, 2012
Warren Buffett: Chinese Pop Star?Buffett has recorded a music video, in which he sings and plays guitar, that will be played as part of the Chinese New Year celebration.
January 01, 2012
Marketing to the African-American CommunityIf youre not actively seeking African-American clients, youre overlooking a growing market.
December 31, 2011
Marketing to the African-American CommunityIf youre not actively seeking African-American clients, youre overlooking a growing market.
December 30, 2011
Donor-Advised Funds Enjoyed Strong Turnaround in 2010Donor-advised funds received $7.8 billion in 2010, 2.6% of total U.S. charitable giving for the year, helping fuel a turnaround for the segment, according to a new report from National Philanthropic Trust.