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.
4 ways to engage your clients
By Ryan ParkerThe client-advisor relationship is a lot like dating.
November 02, 2012
Advice Industry Helps With Sandy ReliefFinancial service companies and related organizations are stepping up with pro-bono efforts and charitable initiatives in the wake of Tropical Storm Sandy.
November 01, 2012
London Could Lose Out Over Eurozone Banking UnionOpposition to an EU budget freeze and to Britains joining a eurozone banking union could cost the City of London its position at the top of the worlds financial centers.
October 31, 2012
Boost your brand with community serviceI believe you must first start with what youre passionate about.
October 31, 2012
Wealthy Donors Committed and Engaged: BofA StudyLast year, individual Americans gave more than 70% of the nearly $300 billion donated to charity, and about half that amount came from the wealthiest 3% of households, according a new study.
October 31, 2012
PIMCO’s El-Erian Warns on Small-Business Hit From Hurricane SandyEl-Erian pinpoints four Frankenstorm outcomessome of them positive, some of them negative, and with one big question mark from Congress.
October 30, 2012
5 ways Hurricane Sandy could impact the presidential raceHurricane Sandy is affecting commutes, power lines ... and the election.
October 29, 2012
Greg Smith's ‘Why I left Goldman Sachs’: A coming of age tale, not a Goldman exposéGreg Smith's resignation from Goldman Sachs via an op-ed piece was just the start.