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.
Weekend interview: Greece's wings of wax
By John SullivanQuestions surrounding Greece's solvency and the resulting fallout continue to grow. In recent days, more than one commentator has openly asked if it's the beginning...
April 20, 2010
Getting introduced to the affluentIf you want to meet more affluent clients, you have to be introduced. Make the commitment to building a referral-based business and then get introduced to your new prospects.
April 20, 2010
Getting introduced to the affluentIf you want to meet more affluent clients, you have to be introduced. Make the commitment to building a referral-based business and then get introduced to your new prospects.
April 02, 2010
Global Private Equity Showed Signs of Reawakening in Q1Fundraising picked up in 2010's first quarter, but investment environment remains challenging
April 01, 2010
The Financial Reform FiascoIn late February, Senator Chris Dodd of Connecticut, the Democratic chairman of the Senate Banking Committee, announced the showpiece of his financial-regulatory reform plan: a...
March 25, 2010
Bank of America Cutting Mortgage PrincipalCertain mortgages will be eligible for "principal forgiveness," as a result of settlement with Massachusetts attorney general.
March 24, 2010
Family Offices Attract Hedge Fund ProfessionalsU.S.-based hedge fund professionals for the first time are showing considerable interest in working for family offices.
March 19, 2010
Estate Planning in Uncertain TimesThese days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients.