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.
Breakaway Broker Blasts Schwab Over Nightmare Breakup
By Jane Wollman RusoffRichard 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 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?
April 01, 2015
CLATs: Maximizing Philanthropy and Wealth Transfer for ClientsFor high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
March 25, 2015
Surprise Findings on Gender, Religion in PhilanthropyWomen Give 2014 study finds greater generosity among non-religiously affiliated younger women.
March 20, 2015
New Internet Domain Extensions Meant to Help Charities SucceedTwo new Internet domain extensions.ngo and .ongare available to approved independent, nonpolitical charities.
March 16, 2015
Hasenstab on Oil Prices, Monetary Policy and the Impact on Global GrowthHasenstab on Oil Prices, Monetary Policy and the Impact on Global Growth
March 12, 2015
Answers to Six of Our Investors’ Most Urgent FAQsThe impact of lower oil prices wont be felt until consumers feel the change is more permanent, and a stronger dollar will put pressure on earnings, but may lead to higher multiples.
March 11, 2015
Forced Arbitration Clauses Harm Consumers: CFPBPre-dispute arbitration clauses "restrict consumer relief" in disputes with financial companies by limiting class actions, says Director Richard Cordray.