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.
Wall Street's Golden Goose
By Trevor ThomasThe final report of the Financial Crisis Inquiry Commission (FCIC) on the causes of the economic catastrophe that struck in 2008 was released Jan. 26.
February 06, 2011
Wall Street's Golden GooseThe final report of the Financial Crisis Inquiry Commission (FCIC) on the causes of the economic catastrophe that struck in 2008 was released Jan. 26.
February 03, 2011
TD Ameritrade Offers Matching Gift to Foundation for Financial Planning; Launches RIA Educational ToolTD Ameritrade Institutional pledges $1 million match for contributions to the Foundation for Financial Planning; adds Advisor Education.
February 01, 2011
Advisor tip: Powerful presentations turn prospects into clientsDelivering powerful presentations is an essential task for any advisor.
February 01, 2011
Give It Away TodayAdvisors to affluent families have often used anecdotes about well-known individuals as a more memorable and persuasive way to discuss different aspects of financial planning.
January 31, 2011
Oud?a: Systemic Risk Measures May Cause Systemic RiskA leader at an international financial institutions group says poorly designed efforts to reduce systemic risk could backfire.
January 31, 2011
Advisor tip: Powerful presentations turn prospects into clientsDelivering powerful presentations is an essential task for any advisor.
January 28, 2011
IRA Rollover Gift Provision Expires MondayTaxpayers who act quickly may still be able to attribute an individual retirement account rollover charitable gift of up to $100,000 to 2010.