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.
Use Donor-Advised Fnds To Leverage Charitable Gifts
By Edward DeverellUse Donor-Advised Funds To Leverage Charitable Gifts ByDonor-advised funds present an exciting opportunity for financial advisors to expand their role in the charitable giving ...
October 07, 2001
FAS 133 Rules Could Impact EIA Insurers And MarketplaceFAS 133 Rules Could Impact EIA Insurers And MarketplaceByLa Costa, Calif. No one really intended FAS 133 to impact equity index annuity insurers adversely, but ...
October 07, 2001
Social Investing Can Fit In Pension PlansPension 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 ...
September 20, 2001
Electronic Delivery: The Communication Method For Funds In The 21st CenturyElectronic Delivery: The Communication Method For Funds In The 21st CenturyByCustomer service communication methods have grown exponentially over the history of the financial services industry.The ...
September 06, 2001
AIG Cutting 1,500 JobsNU Online News Service, Sept. 6, 10:24 a.m. -- American International Group Inc., New York, says it will cut 1,500 jobs over the next ...
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 ...