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.
Group Think
By Staff WriterSecurities and Exchange Commission Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The...
July 27, 2007
The Foundation for Financial Planning Adds More ProjectsThe Foundation for Financial Planning (FFP) supports a wide range of projects across the U.S. that include pro bono financial advice and outreach programs to a variety of groups including low-income families, high school students, and victims of disasters such as Hurricane Katrina. Fidelity's National Financial has joined forces with...
July 11, 2007
Pru Aims LTC Program At Small GroupsPrudential Financial Inc. is rolling out a long term care insurance benefits plan that will bill covered employees directly, rather than relying on employers' payroll ...
July 02, 2007
Another Charitable Venture for ClientsMicrofinance has been gaining popularity with investors as both a charitable cause and a smart alternative investment. A new fund from Citigroup Inc.--the Citi Microfinance Donor Fund--has created yet another way for philanthropists to meet up with poor entrepreneurs around the globe. In late June, Citi will launch a charitable...
July 01, 2007
Giving & ReceivingThere is no deeper way to connect with clients than through the philanthropic impulse -- yet many advisors steer clear of the conversation. As Randy Fox,...
July 01, 2007
Therapeutic FinanceA while ago, I took part in a committee retreat about teaching communication and counseling-related skills to financial planners. The discussion was sponsored by the...
July 01, 2007
The Prospect of DiscoveryIn my last column, I described the pivotal importance of finding out what matters most to your clients financially, in every major area of their...
May 08, 2007
Universal Fiduciary Standard Warranted, Senator Casey SaysNow that the Borrower's Protection Act, S. 1299, would require mortgage brokers and originators to establish and adhere to a fiduciary standard when helping consumers secure a home loan, shouldn't Congress pass a law that says all financial professionals must abide by fiduciary standards when dealing with consumers--like investment advisors...