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.
Charging AUM Fees Does Not Conflict With Financial Planning
By Bob ClarkIn what may really be my last word on the flat-fee-vs.-AUM debate, I share some cogent thoughts from readers and my cogent (I hope) responses.
May 01, 2014
BofA’s ‘Better Money Habits’ Program Can Be a Barometer for AdvisorsBy understanding what financial topics the general public is looking up, advisors can better anticipate where their clients need the most guidance.
April 30, 2014
Nonprofits’ Glass Ceiling Has Very Real Cost: PollNonprofits with few women on the board miss out on donations from affluent women, a poll by The Chronicle of Philanthropy and NYU researchers found.
April 28, 2014
Is Ms. MD Milder Than the Male?For more than a decade, Dee Balliett partnered with her RIA husband, Gene, in financial planning seminars for doctors in the United States, Canada, the Caribbean, and Latin and South America.
April 28, 2014
10 Tips for Attracting (and Retaining) Doctor ClientsWorking with doctors as clients requires some special planning.
April 28, 2014
FINRA OKs RCAP’s Cetera Deal; Schorsch Group May Buy NorthStar RealtyCetera adds about 6,600 reps to Realty Capital's growing brokerage operations.
April 22, 2014
Why a Client’s Job and Location Are Critical to Portfolio BuildingFor optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.
April 21, 2014
Americans Feel Healthy, Not Wealthy: The PrincipalGym fees or asset management fees? More workers are putting their money on their health, according to a report by The Principal.