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.
Calvert Foundation Divests From Sudan
By Staff WriterThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
October 01, 2007
T.R. vs. J.P.It would be called the Bankers' Panic, the Roosevelt Panic, or simply the Panic of 1907. A hundred years ago this month was the culmination...
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 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...