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.
Lobbyists: Reform Pace Slows
By Arthur D. PostalObama administration financial services reform proposals may focus more on banks than on insurers.
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
March 31, 2009
Delivering a memorable presentation (Part I)When I heard him the first time, I was impressed. He caught the group's attention from the first moment with an old joke that somehow gave the audience belly laughs. Coach and TV commentator Lou Holtz. didn't give any earth-shattering
March 23, 2009
SRI: From base camp to summitAdopting the parlance of mountain climbing, First Affirmative Financial Network will conduct Base Camp SRI--a series of regional conferences aimed at investment advisors and financial planners interested in socially responsible investing.
March 02, 2009
Connecting the [Tech] DotsAdvisors attending TD Ameritrade's Institutional Partnership Conference in Las Vegas last month got a first look at AdvisorConnect, a new technology that links three leading industry applications and services within a single platform.