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.
The Dawning of an Industry
By Melanie WaddellWith gas prices and foreclosures at an all-time high, debt levels soaring, and paltry savings rates that Americans are infamous for, consumers are in dire...
September 21, 2008
Administration Proposes $700 Billion Financial Services Rescue PlanThe United States government--both the Administration and the Congress--began moving over the weekend of Sep. 20-21 to "address the underlying problem" in the financial system,...
September 15, 2008
SOA Changes Voting RulesThe Society of Actuaries will be giving associate members more of a say in running the group.The SOA, Schaumburg, Ill., says SOA fellows have agreed ...
September 08, 2008
Pru Backs Volunteers With GrantsAn affiliate of a financial services company has rewarded company employees who work for nonprofit groups by giving $466,250 in cash to those groups.The Prudential ...
September 04, 2008
A Philanthropic Generation"Not only are young millionaires giving more than older generations, they are giving more than they have in the past," said Marguerite Griffin, national director of Philanthropic Services for Northern Trust, in announcing the results of some new Northern Trust research on charitable giving. In fact, the third annual "Wealth...
September 01, 2008
The Fraud SquadCarrying an unloaded tommy gun, Willie Sutton held up more than a hundred banks in the first half of the 20th century. When someone asked...
September 01, 2008
The Rise of Islamic FinanceIslamic finance is a fast-growing sector that seeks to conduct financial practices in accordance with sharia, or Islamic law. It is a field that has...
August 31, 2008
Three factors that motivateEffective marketing is figuring out what motivates people and getting them to act. Marketers have been doing this since time immemorial. So the big question has always been, What motivates people? Price is obviously a concern, but that's only