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.
Pay attention to your attention
By staff WriterKnowing the answers to these questions could impact your sales success more than you can imagine, not only for today but for the rest of your career. In my last column, I shared with you how you could "be in the zone anytime you want" and "double
September 13, 2006
Charitable Price Cut by T. Rowe PriceThe T. Rowe Price Program for Charitable Giving, a national donor-advised fund, has reduced its annual administration fee, effective September 1, 2006, by varying amounts on asset balances of $500,000 or more.
September 01, 2006
How to Succeed, over SaladHigh-level business executives like James R. Cannon tend to shun hyper-caloric business lunches. Besides, coming from Phoenix, where AIG Financial Advisors is headquartered, you no...
September 01, 2006
Board to Death: ReloadedOne the things I love most about covering financial planning is the CFP Board. They may be the worst thing to happen to the planning...
August 13, 2006
Affluent Put Insurance Low On One-Stop ListWealthy consumers list "investment advice" first when asked about the services they want to get from their primary financial firm.Researchers from Spectrem Group, Chicago, a ...
August 08, 2006
Affluent Leave Insurance Off One-Stop ListWealthy consumers list "investment advice" first when asked about the services they want to get from their primary financial firm.Researchers from Spectrem Group, Chicago, a ...
August 01, 2006
FPA Honors Texas PlannerThe Financial Planning Association is giving the 2006 P. Kemp Fain Jr. Award to Bill Carter.The FPA, Denver, gives the award to an individual member ...
August 01, 2006
Ameriprise Dream Book A Surprise Marketing HitTaking a cue from its former parent company -- American Express -- Ameriprise Financial is devoting a large chunk of its resources to marketing. In...