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.
6 Bad Athlete Charities
By Dan BermanAll that money and all those good intentions dont make foundations immune from mismanagement. Maybe they should have hired better advisors.
April 11, 2013
Maselli’s New Advisor Model: Advisors as Lifeguards (Seriously)It may come as a surprise that Frank Maselli, the seminar expert par excellence, doesnt think seminars are for everyone, or even most advisors.
April 11, 2013
ING U.S. to Rename Itself Voya Financial as IPO ProgressesThe rebranding is designed to highlight INGs U.S. operations as Americas retirement company; ING Financial Partners BD will be renamed as well.
April 08, 2013
Crowdfunding Volumes Explode, Heading to $5B in 2013Crowdfunding platforms raised $2.7 billion globally in 2012 and could exceed $5 billion by year end, according to a report released Monday.
April 02, 2013
What Advisors Don’t Know About Variable Annuities: VA MechanicsTo understand how VAs differ and where they fit in a clients portfolio, first understand their common traits, like how a guaranteed withdrawal rate actually works.
April 01, 2013
Nonprofits’ Online Fundraising Grew 21% in 2012Email lists still dominate over social media, but response rates are falling, according to a study by M+R Strategic Services and Nonprofit Technology Network.
March 28, 2013
FSI Names Derek Bruton, Seth Miller to Its BoardThe independent BD association names replacements for Bill Dwyer of LPL and Jim Livingston of National Planning Holdings.
March 28, 2013
A drive to be ethicalA car buying experience showed Todd Cousino the kind of advisor he didnt want to be.