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.
How to sell insurance to women
By Caroline FeeneyThe president of Prudential's agency distribution tells how financial professionals can work more effectively with women.
April 28, 2015
Prepare now for next year’s non-cash charitable contributionsOne way to reduce both income tax and the size of an estate is to make charitable contributions of non-cash goods.
April 28, 2015
Prepare now for next year’s non-cash charitable contributionsOne way to reduce both income tax and the size of an estate is to make charitable contributions of non-cash goods.
April 23, 2015
Share your sales processDo your prospects understand your sales process? If not, consider giving them a heads-up early on.
April 21, 2015
Breakaway Broker Blasts Schwab Over Nightmare BreakupRichard Rosso on how he went from being one of Schwabs top financial consultants to losing a kidney from the stress of an arbitration battle.
April 14, 2015
How to Get the Most Out of a Donor-Advised Fund: VanguardA new guide from Vanguard Charitable offers advice for donor-advised fund clients.
April 07, 2015
Bloomberg Philanthropies Pushes Governments to Drive ChangeBillionaire Michael Bloomberg cites his 12-year tenure as New Yorks mayor for his appreciation of governments ability to be a force for good.
April 02, 2015
Do Wealthy Women Need a Different Kind of Wealth Manager?Women control 37% of U.S. investable assets. More than half of affluent women don't have an advisor. Do they need a different wealth management experience?