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.
Facilitating the Conversation
By James J. GreenThe FPA Retreat is a chance for members, including the leaders, pioneers, and deep thinkers of the Financial Planning Association, to get together in a...
July 01, 2003
Giving BackCharitable giving is something that many people only think about at the holidays, when mailboxes are jammed with greeting cards, homes are festooned with lights,...
June 29, 2003
Evolve Into A New Type Of Financial AdvisorEvolve Into A New Type Of Financial AdvisorByMany financial professionals are caught in a vicious downward spiral that robs them of potential income, personal satisfaction ...
May 18, 2003
Make A Difference Through MarketingByHere is a marketing truism that many financial service professionals dont understand, or dont believe applies to them: If there is no clearly perceived, demonstrable ...
April 10, 2003
GAO: European Bosses Also Fear Giving Financial AdviceNU Online News Service, April 10, 2003, 4:46 p.m. EDT -- European countries that have used voluntary individual accounts to reform their social security ...
March 13, 2003
Agencies Lower UnumProvident Ratings One NotchNU Online News Service, March 13, 2003, 6:23 p.m. EST -- UnumProvident Corp., Chattanooga, Tenn., says it's pleased that Fitch Ratings, New York, and ...
January 16, 2003
Manulife Introduces Charitable Remainder Trust ModuleNU Online News Service, Jan. 16, 12:33 p.m. -- Manulife USA, Boston, has developed a software module that teaches financial advisors how to explain ...