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.
MassMutual Announces Awards
By staff WriterMassachusetts Mutual Life Insurance Company will be recognizing financial professional volunteers by giving $100,000 to nonprofit groups they support.
July 02, 2009
Beware too much touchy, feelyConventional wisdom puts investment performance second to the "therapy" approach to financial planning. It dictates you know as much as you can about client...
July 01, 2009
2009 Senior SurveyAfter months and months of worsening economic news, America's seniors still have a cautious optimism about their financial futures.
June 30, 2009
2009 Senior SurveyAfter months and months of worsening economic news, America's seniors still have a cautious optimism about their financial futures.
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.