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.
Affluent Put Insurance Low On One-Stop List
By Staff WriterWealthy 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
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...
July 31, 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 ...
July 01, 2006
What is Your Name?Have you ever considered what you would name yourself if the choice were yours and not your parents? If you could pick any name in...
June 08, 2006
Nationwide Starts Corporate Volunteer ProgramNationwide has launched the On Your Side Volunteer Network Program, which will encourage its 33,000 employees to increase their personal volunteer efforts.To encourage their work ...
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...