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.
FPA Honors Texas Planner
By Staff WriterThe 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 ...
May 01, 2006
NumerologyNearly 60% of American millionaire households get investment advice from a professional advisor and more than half of these households have become more conservative in...
May 01, 2006
What is the IA Leaders' Council?The Council comprises accomplished advisors who have agreed to share their insights with Investment Advisor readers over the coming year and help guide the editorial...
May 01, 2006
Pick ThreeIt's not easy to change your broker/dealer. When readers cast their ballot for the magazine's annual Broker/Dealers of the Year honors (voting in June; results...
April 07, 2006
SEC: Mailing Can Skip Advisor BrochureAmeriprise Financial Services Inc. assesses the expected efficiency of direct mail marketing campaigns in a letter seeking advice from the U.S. Securities and Exchange Commission.Ameriprise ...
March 31, 2006
MetLife Devotes $224 Million To Good CausesA big insurer has published a summary of its 2005 charitable giving efforts.MetLife Inc., New York, and a foundation affiliated with the company, the MetLife ...
February 19, 2006
When Boomers Count On Mom And Dad For MoneySome baby boomers rely on getting money from one or more parents or in-laws, either for daily living or for inheritance.
February 18, 2006
When Boomers Count On Mom And Dad For MoneySome baby boomers rely on getting money from one or more parents or in-laws, either for daily living or for inheritance.