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.
Pru Backs Volunteers With Grants
By Staff WriterAn 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 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
August 01, 2008
Minority AffairsLeafing through a typical personal finance magazine, you'll often find tips on getting student loans for a college-bound child, advice on choosing an assisted living...
July 01, 2008
Be PositiveConventional wisdom says that in order to practice socially responsible investing one must be willing to accept subpar investment returns, as if doing the right...
July 01, 2008
Liar, Liar...I read Olivia Mellan's wonderful article, "Pants On Fire: Dealing With Liars And Cheats," in the June 2008 edition. Nice job. I am a hedge fund...
June 29, 2008
The Best Charitable Planning Tool You're Not Using in Your PracticeProviding practical methods for including charitable planning in your practice is the goal of this session, "The Best Charitable Planning Tool You Are Not Using ...
June 29, 2008
Professionalism Is a Sales AdvantageThis MDRT Annual Meeting propounds a message: The best in the industry want to be even better. They want to learn. They want to teach. ...