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.
Many Affluent Americans Volunteer
By Staff WriterNU Online News Service, Jan. 26, 2005, 5:48 p.m. ESTU.S. residents who earn more than $75,000 per year are more likely than other U.S. ...
December 09, 2004
Help Your Community Foundation Help YouA philanthropic consultantsomeone who can help you start discussing charitable giving with your clientsis waiting to help you.As you meet the needs of your client, ...
December 09, 2004
Charitable Giving Can Enhance Business Succession PlansCharitable Giving Can Enhance Business Succession PlansOf all the stratagems and financial modeling that advisors explore when engaged in business succession planning with their clients, ...
September 22, 2004
Manulife Combines Essex, Logan WoodNU Online News Service, Sept. 22, 2004, 3:25 p.m. EDTManulife Financial Corp., Toronto, is promoting Robert Cassato and giving him responsibility for more distribution ...
September 08, 2004
Teaming With Other AdvisorsProducers often need to win over the small business owners accountant and attorneyBy Warren S. HerschAs often as not, the small business insurance and financial ...
August 11, 2004
When Advisors Get JiltedIs it more valuable for financial advisors to know whether their clients are happy or unhappy with their services?While a case could be made for ...
August 01, 2004
FROM THE TACTICAL TO PRACTICAL- The True Meaning of ValueHave you seen those TV ads for Morgan Stanley? You know, the one where a man we assume to be the bride's father is giving...
August 01, 2004
Emotional RescueA client calls, demanding to see you immediately. She's just discovered that her husband has been having an affair with a friend of theirs. She...