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.
What is Your Name?
By Bill MillerHave you ever considered what you would name yourself if the choice were yours and not your parents? If you could pick any name 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.
February 01, 2006
"Mom, Dad, Let's Talk": A Guide for Adult ChildrenIn our society, money means control and power. It's natural for parents to resist losing or giving up this control, especially if declining physical abilities...