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.
Private, but Reasonable
By Staff WriterOf the many charitable avenues an advisor could steer a client down, private foundations might be more reasonable than you think. The New York-based Foundation...
December 01, 2006
Malcolm A. MakinFounder, Professional Planning Group Raymond James Financial Services Career Began: 1974 Home Base: Westerly, R.I. Civic Affiliations: Ocean Community YMCA, Westerly Hospital, American Seniors Golf Association ----- At the start of...
November 30, 2006
TV exposure can make you a starOne very distinctive way to have people get to know the person behind the profession is to be featured on television. And the ever-popular morning news segments could be just the venue. Gannett is one broadcasting group, and as Mark McIntosh,
November 30, 2006
Are you prepared for what's next?As I take my leave of the managing editor position at SMA, something I can offer to advisors is a view from the outside from someone who's been privy to the inside. This is an industry with the potential for advisors to do great things. Giving
November 30, 2006
Tools to diffuse rate increase rageQ. Several carriers I represent will be pursuing rate increases in the states where I do business. What I can say to my clients when they receive a premium rate increase to lessen the negative impact? A. As agents, we all cringe when contemplating
October 18, 2006
Minnesota Firm Joins Marketing ConsortiumCarlson Capital Management Inc. has become a provisional member of M Financial Group.Carlson, Northfield, Minn., is a financial planning and advisory firm that sells investment ...
October 01, 2006
LPL to Buy Uvest, Add 675 FAsLPL is making another significant move in the Southeast, with plans to buy UVEST Financial Services of Charlotte, N.C., which provides third-party investment services to...
October 01, 2006
Advisor AdvocateA colleague once told Keith Gregg: "You're a business acceleration specialist. You know how to grow the hell out of things." And it's true. He's taken...