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.
LPL to Buy Uvest, Add 675 FAs
By Janet LevauxLPL is making another significant move in the Southeast, with plans to buy UVEST Financial Services of Charlotte, N.C., which provides third-party investment services to...
September 24, 2006
Helping Boomers To Start Talking About MoneyOften, older baby boomers have a hard time opening up and taking about money, especially their own money and their personal money plans, say several ...
September 24, 2006
Helping Boomers To Start Talking About MoneyOften, older baby boomers have a hard time opening up and taking about money, especially their own money and their personal money plans, say several ...
September 13, 2006
Charitable Price Cut by T. Rowe PriceThe T. Rowe Price Program for Charitable Giving, a national donor-advised fund, has reduced its annual administration fee, effective September 1, 2006, by varying amounts on asset balances of $500,000 or more.
September 01, 2006
How to Succeed, over SaladHigh-level business executives like James R. Cannon tend to shun hyper-caloric business lunches. Besides, coming from Phoenix, where AIG Financial Advisors is headquartered, you no...
September 01, 2006
Board to Death: ReloadedOne the things I love most about covering financial planning is the CFP Board. They may be the worst thing to happen to the planning...
August 13, 2006
Affluent Put Insurance Low On One-Stop ListWealthy consumers list "investment advice" first when asked about the services they want to get from their primary financial firm.Researchers from Spectrem Group, Chicago, a ...
August 08, 2006
Affluent Leave Insurance Off One-Stop ListWealthy consumers list "investment advice" first when asked about the services they want to get from their primary financial firm.Researchers from Spectrem Group, Chicago, a ...