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.
Why Advisors Still Aren’t Professionals
By James J. GreenYou are important enough to be regulated, and the interconnectedness of the world financial system requires that you be regulated to protect consumers and that system.
October 11, 2010
The Growing Social Impact of PhilanthropyPhilanthropy means more than bringing your checkbook; influence and knowledge can magnify the impact of giving.
October 06, 2010
Tiger 21’s Wealth Management Discipline Now Informs Members’ PhilanthropyTiger 21 started as a forum for high-net-worth investors to network with peers around asset preservation and wealth management issues and have now broadened their focus to include discussions of family matters and inheritance issues.
October 05, 2010
San Francisco Mayor Wants College Accounts for KindergartenersDeposits would be small but the hope is that they will pay huge dividends
October 01, 2010
Jewels in the CrownUnder the blazing summer sun, a long line of BMWs and Mercedes Benzes glide up outside the luxurious DLF Emporio mall in the Indian capital,...
October 01, 2010
Overexposed and UnderestimatedWe know what you're thinking; how could any Janus fund possibly qualify as "overlooked?" Their returns are the stuff of legend, as are the critical...
October 01, 2010
W.K. Kellogg Foundation Donation Supports Johns Hopkins Frontiers of PhilanthropyThe W.K. Kellogg Foundation has joined a broad coalition of foundations, venture philanthropists and public agencies in supporting a philanthropy initiative from the Johns Hopkins Center for Civil Society Studies, center officials announced Thursday.
September 28, 2010
Gates Pushing Washington State's 'Tax-the-Rich' MeasureWithout a state income tax, Washington is looking to offset severe budget cuts.