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.
Partners in the Community
By Bob KeaneTwo River Community Bank is 10-year-old financial institution based in central New Jersey with 15 branches in Monmouth and Union counties. William Moss, the bank's...
May 18, 2010
New Greenway Family Office Serves HNW Clients in St. LouisThe multi-family office focuses on ways a family's financial capital can support its human and social capital.
May 18, 2010
MetLife Posts Disability PaperA unit of MetLife Inc. has published a report that can help employers understand the importance of protecting employees against the risk of disability.
May 17, 2010
Bull Run in Equities Ignites Charitable Planning OpportunitiesAccompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.
May 07, 2010
Flood Relief Effort: Nationwide To Donate $100,000The Nationwide Insurance Foundation is giving $100,000 to the American Red Cross Disaster Relief Fund to help victims of the recent flooding in Tennessee.
May 06, 2010
Three tips about free adviceEven if someone says they want your opinion, they may just be looking for validation.
May 01, 2010
How to Quietly Achieve ExcellenceRecently, a recruiter who spends lots of time in the offices of financial advisors told me he has consistently found Research magazine on his prospects'...
May 01, 2010
The High-Performance Coach: Building Loyal Client AdvocatesIn this month's column, we will introduce the concept of Loyal Client Advocates. One of our coaching observations is that high-performing advisors reject the general...