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.
Shedding More Light on the PPA
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniAside 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 02, 2007
Another Charitable Venture for ClientsMicrofinance 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
Giving & ReceivingThere is no deeper way to connect with clients than through the philanthropic impulse -- yet many advisors steer clear of the conversation. As Randy Fox,...
July 01, 2007
Therapeutic FinanceA while ago, I took part in a committee retreat about teaching communication and counseling-related skills to financial planners. The discussion was sponsored by the...
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...