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.
Northwestern Mutual Locates Our Inner Jim Cramers
By staff WriterAbout 75% of Americans feel as if they ought to give financial advice to others.
August 06, 2010
CFP Launches "25 Tips Over 25 Weeks" Consumer Financial Planning InitiativeThe Certified Financial Planner (CFP) Board of Standards is commemorating its 25th anniversary with a "25 tips over 25 weeks" consumer advocacy program.
August 05, 2010
Donating to Community Foundations: Fiduciary Best PracticesConformity with fiduciary best practices allows a community foundation to maximize investment performance and its support of local institutions.
July 30, 2010
Northwestern Mutual Honors VolunteersA foundation affiliated with a large insurer has rewarded financial representatives' volunteer work by giving $275,000 to nonprofit groups.
July 26, 2010
Estate Planning: The Trusteed IRAEstate planning that contemplates retirement plans is becoming more prevalent and important.
July 26, 2010
Icon's Callahan Suggests Jobs Data Has Little Impact on InvestingThe persistently high unemployment rate is seen these days as the key bellwether of the sluggishness of the economic recovery.
July 26, 2010
ConvergEx Awards Recognize Independent Research ProvidersConvergEx Group named winners of its Jaywalk Independent Research Provider Performance Awards for the second quarter of 2010 on Monday, July 26.
July 26, 2010
Alberto Gutierrez named MassMutual's Volunteer of the YearCompany distributing $125,000 to eligible non-profits through its annual Community Service Awards.