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.
The Green Advisor: More On Climate Change Opportunities
By Bob KeaneWhen I last wrote about climate change (March 2009, "Climate Change Opportunities"), it generated a number of negative responses from readers, including one e-mail which...
May 01, 2009
The Green Advisor: A Triad of ValuesIn this space last month we wrote that while green investing and socially responsible investing (SRI) have much in common, they are not always the...
March 31, 2009
The advisor as therapistWho says that being a financial advisor isn't a little like being a therapist? For instance, if you don't know the difference between an emotional request and a rational (intellectual) one, you'll be blindsided by the emotional
March 31, 2009
Delivering a memorable presentation (Part I)When I heard him the first time, I was impressed. He caught the group's attention from the first moment with an old joke that somehow gave the audience belly laughs. Coach and TV commentator Lou Holtz. didn't give any earth-shattering
March 23, 2009
SRI: From base camp to summitAdopting the parlance of mountain climbing, First Affirmative Financial Network will conduct Base Camp SRI--a series of regional conferences aimed at investment advisors and financial planners interested in socially responsible investing.
March 02, 2009
Connecting the [Tech] DotsAdvisors attending TD Ameritrade's Institutional Partnership Conference in Las Vegas last month got a first look at AdvisorConnect, a new technology that links three leading industry applications and services within a single platform.
March 01, 2009
Giving Back: A Firm of PhilanthropistsTHIS MONTH'S HONOREE The individual: Todd Morgan & Bel Air employees The firm: Bel Air Investment Advisors The cause: New Millennium Secondary School, Habitat for Humanity, City of...
March 01, 2009
The Silver CrisisThis is a story of speculative excess and backlash. It involves commodity prices surging and then plunging, risks spreading through interconnected markets, and financial institutions...