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.
Beware too much touchy, feely
By John SullivanConventional wisdom puts investment performance second to the "therapy" approach to financial planning. It dictates you know as much as you can about client...
June 08, 2009
Lobbyists: Reform Pace SlowsObama administration financial services reform proposals may focus more on banks than on insurers.
June 05, 2009
NYPAN Launches New York PresencePhilanthropists Ann and Andrew Tisch will kick-off first event of philanthropic advisors' network.
June 01, 2009
The Green Advisor: More On Climate Change OpportunitiesWhen I last wrote about climate change (March 2009, "Climate Change Opportunities"), it generated a number of negative responses from readers, including one e-mail which...
May 19, 2009
Women Drive Charitable GivingMany wealth managers know that charitable giving is a priority for wealthy families and incorporate that into their practices. What might come as more of a surprise is that women are driginf the decisions about where and how much to give.
May 19, 2009
Study: Women lead the way in charitable givingMore women are paving the way for philanthropic leadership in households, according to a new study released Tuesday by the Fidelity Charitable Gift Fund. "Women have...
May 01, 2009
The Green Advisor: A Triad of ValuesIn this space last month we wrote that while green investing and socially responsible investing (SRI) have much in common, they are not always the...
March 31, 2009
The advisor as therapistWho says that being a financial advisor isn't a little like being a therapist? For instance, if you don't know the difference between an emotional request and a rational (intellectual) one, you'll be blindsided by the emotional