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.
Another Charitable Venture for Clients
By Kara P. StapletonMicrofinance has been gaining popularity with investors as both a charitable cause and a smart alternative investment. A new fund from Citigroup Inc.--the Citi Microfinance Donor Fund--has created yet another way for philanthropists to meet up with poor entrepreneurs around the globe. In late June, Citi will launch a charitable...
July 01, 2007
The Prospect of DiscoveryIn my last column, I described the pivotal importance of finding out what matters most to your clients financially, in every major area of their...
May 08, 2007
Universal Fiduciary Standard Warranted, Senator Casey SaysNow that the Borrower's Protection Act, S. 1299, would require mortgage brokers and originators to establish and adhere to a fiduciary standard when helping consumers secure a home loan, shouldn't Congress pass a law that says all financial professionals must abide by fiduciary standards when dealing with consumers--like investment advisors...
May 01, 2007
What Millionaires ValueIt looks like there are a good number of millionaires who are in the market for financial advice. According to Fidelity Registered Investment Advisor Group's...
May 01, 2007
Incorporating the Value-AddPlenty of financial advisors nationwide are finding their client relationships extending beyond traditional investment management and planning into all aspects of their clients' lives. In...
April 22, 2007
Leveraging The Benefits Of Event Marketing"The hardest part of this business is meeting people in a favorable manner," says Glenn Fasani. "One way to do that is by organizing small gatherings of affinity groups that help you to connect on a personal level with prospects."
April 22, 2007
ERM Now More Than "Buzz" For ReinsurersEnterprise risk management, a "buzz word" throughout much of the 1990s, is something that will now truly have a significant impact on reinsurers over the ...
April 21, 2007
Leveraging The Benefits Of Event Marketing"The hardest part of this business is meeting people in a favorable manner," says Glenn Fasani. "One way to do that is by organizing small gatherings of affinity groups that help you to connect on a personal level with prospects."