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.
Charitable Giving
Social Investing Can Fit In Pension Plans
By Jeffrey C. PetersenPension plan sponsors and their advisors are starting to take more notice of the socially responsible investment movement.Many sponsors and investment professionals wonder why any ...
July 17, 2001
Advisor Selection Database Gets 7,000 HitsNU Online News Service, July 17, 5:15 p.m. -- InvestorTree Inc., Bronxville, N.Y., says consumers have used its Financial Advisor Locator Network 7,000 times ...