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.
How to Quietly Achieve Excellence
By Gil Weinreich, Gil WeinreichRecently, a recruiter who spends lots of time in the offices of financial advisors told me he has consistently found Research magazine on his prospects'...
April 30, 2010
Sontag Advisory commits funds for new 400-student school in HaitiSontag and Charitable Giving Partners to construct fully equipped, earthquake-resistant primary school
April 21, 2010
Foundations' Grant Making Plummeted in 2009Foundation Center forecasts modest improvement in 2011.
April 20, 2010
Getting introduced to the affluentIf you want to meet more affluent clients, you have to be introduced. Make the commitment to building a referral-based business and then get introduced to your new prospects.
April 20, 2010
Getting introduced to the affluentIf you want to meet more affluent clients, you have to be introduced. Make the commitment to building a referral-based business and then get introduced to your new prospects.
April 02, 2010
Global Private Equity Showed Signs of Reawakening in Q1Fundraising picked up in 2010's first quarter, but investment environment remains challenging
April 01, 2010
The Financial Reform FiascoIn late February, Senator Chris Dodd of Connecticut, the Democratic chairman of the Senate Banking Committee, announced the showpiece of his financial-regulatory reform plan: a...
March 25, 2010
Bank of America Cutting Mortgage PrincipalCertain mortgages will be eligible for "principal forgiveness," as a result of settlement with Massachusetts attorney general.