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.
Relief Riders Nominated for Positive Peace Award
By Kate McBrideDoing good while on an adventure can be positive for donors and recipients.
September 08, 2010
Colin Powell To Dedicate Habitat for Humanity HomesHabitat for Humanity honors General Colin L. Powell with green South Bronx residence for 50 families.
September 07, 2010
How to Simplify and Enhance Charitable PlanningA primary goal for many wealthy clients.
September 03, 2010
Ladenburg Thalmann Acquires Wealth Manager Premier TrustLadenburg Thalmann Financial Services Inc. has completed its acquisition of Premier Trust Inc., the Ladenburg Thalmann said in a statement on Thursday, September 2.
August 27, 2010
Eight Questions to Ask About Roth ConversionsIs a Roth conversion in your client's best interest--or is it a roll of the dice?
August 26, 2010
Harris Rolls Out a Donor-Advised Fund With National Philanthropic TrustHarris has launched the Harris Charitable Fund Program under the sponsorship and management of National Philanthropic Trust, a national public charity and major donor-advised fund provider, the two organizations announced Tuesday.
August 24, 2010
Northwestern Mutual Locates Our Inner Jim CramersAbout 75% of Americans feel as if they ought to give financial advice to others.
August 23, 2010
Bond fund inflows approach record winning streakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.