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.
Transitions (II): The Pre-Independence Checklist for Wirehouse Advisors
By Marie SwiftBefore you jump from the wirehouse ship, take seven steps to help guide your move
December 06, 2010
Nonprofit Compensation and Governance in SpotlightIncreased scrutiny ratchets up demands on nonprofit board members.
December 05, 2010
Foundations, SRI Can Be a Good Marriage‘No investment penalties’ for SRI; foundations can get a customized index portfolio.
December 01, 2010
Share the WealthOne of the things I do for my advisor clients in my consulting practice is to take over the management of their employees.
December 01, 2010
What Good Leaders Already KnowAs I've stated in previous columns, advanced planning for affluent families requires a detailed discovery step to even reach the point where discussions about solutions can take place.
December 01, 2010
Fidelity Charitable Gift Fund Adds Alternatives to Advisor ProgramThe Fidelity Charitable Gift Fund has expanded its Charitable Investment Advisor Program to enable financial advisors to invest a portion of the Gift Fund's charitable assets in alternative investments, the charity announced Tuesday.
December 01, 2010
Donor Advised Funds: Busting the Myths, Experiencing the RewardDon't let misunderstandings about donor-advised funds keep you from exploring this worthy charitable vehicle.
November 30, 2010
RoEoSoPoEoCoT 3 ways advisors can earn itSan Diego-based advisor Bill Smith has written a book I recommend for producers wanting more success and balance in their lives and profession.