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.
Who Will Regulate the Regulators?
By Gil WeinreichWhy did U.S. regulators fail to react to the alarming increases in leverage at financial institutions, or the shift of trillions of dollars of assets from banks balance sheets that were packaged into complex securities? Three former regulators propose a solution to what ails our regulatory system.
January 23, 2012
Mohegan Tribe Set to Host SRI ConferenceThe Mohegan tribe and First Affirmative Financial Network announced jointly on Friday that the 23rd annual SRI Conference for Sustainable, Responsible, Impact Investing, formerly known as SRI in the Rockies, will be hosted at the Mohegan Sun Conference center in Connecticut in October.
January 23, 2012
Melanie Hamburger: Women Taking Larger Role in PhilanthropyWomen are becoming an increasingly powerful force in American philanthropy, bringing economic clout and financial acumen to charitable giving and assuming leadership roles, says Melanie Hamburger of Catalytic Women.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 17, 2012
U.S. Millionaires Recognize Wealth Comes With ResponsibilityAmerican millionaires feel an obligation to "give back" and few are concerned with their ability to do so, according to survey findings released Tuesday by PNC Wealth Management.
January 06, 2012
7 Resolutions for Retirees in 2012From financial nuts and bolts to more holistic aims, heres a look at seven worthy aims for retirees to strive for in 2012.
January 05, 2012
Warren Buffett: Chinese Pop Star?Buffett has recorded a music video, in which he sings and plays guitar, that will be played as part of the Chinese New Year celebration.
January 01, 2012
Marketing to the African-American CommunityIf youre not actively seeking African-American clients, youre overlooking a growing market.