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.
Anatomy of a Niche
By Marie SwiftFinancial advisors are always seeking to connect on a personal level with their clients and to uncover shared interests and beliefs. While this isn't the...
September 02, 2007
Attract The Mega-Affluent In BunchesSome people say the following story isn't true.David Stillwater didn't even notice how easily he left behind the "anti-establishment" mentality of the 70s as he ...
September 01, 2007
Five roadblocks to getting quality referralsVirtually every advisor has been taught that generating referrals from clients and prospects is the way to success, but less than 15 percent of all advisors generate enough referrals to significantly impact their business. Most of the time, the
September 01, 2007
Group ThinkSecurities and Exchange Commission Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The...
August 31, 2007
Five roadblocks to getting quality referralsVirtually every advisor has been taught that generating referrals from clients and prospects is the way to success, but less than 15 percent of all advisors generate enough referrals to significantly impact their business. Most of the time, the
August 23, 2007
Shedding More Light on the PPAAside from guidance issued by the Department of Labor (DOL) earlier this year, which specified that as per the requirements of the 2006 Pension Protection...
July 27, 2007
The Foundation for Financial Planning Adds More ProjectsThe Foundation for Financial Planning (FFP) supports a wide range of projects across the U.S. that include pro bono financial advice and outreach programs to a variety of groups including low-income families, high school students, and victims of disasters such as Hurricane Katrina. Fidelity's National Financial has joined forces with...
July 11, 2007
Pru Aims LTC Program At Small GroupsPrudential Financial Inc. is rolling out a long term care insurance benefits plan that will bill covered employees directly, rather than relying on employers' payroll ...