Split Your Clients Charitable Gifts: Give Today, Provide For Tomorrow
By Mark A. TeitelbaumSplit Your Clients Charitable Gifts: Give Today, Provide For TomorrowMany clients pride themselves on their charitable interests. In working with clients on their charitable goals, ...
November 25, 2003
Talking To Clients About CharitiesByWorking in the charitable giving area has great rewards for planners: It helps them build better relationships with clients while aiding their local charitable ...
November 25, 2003
Insurers Ready For AICPA Guideline On Guarantees In Variable ProductsInsurers Ready For AICPA Guideline On Guarantees In Variable ProductsByInsurers have started announcing anticipated charges to reflect a new accounting guideline that will largely affect ...
November 24, 2003
Stock Funds Gather AssetsNov. 21, 2003 -- Stock funds gained assets in the week ended Nov. 19, while investors pulled money out of bond funds, according to TrimTabs.com. Domestic...
November 24, 2003
Mezzacappa Registers Two FundsNEW YORK (HedgeWorld.com)--Fund of funds manager Mezzacappa Investors LLC registered two new vehicles with the Securities and Exchange Commission. One, Mezzacappa Long/Short Fund, allocates to managers...
November 24, 2003
FRC: Power Boomers Drive IRA RolloversNU Online News Service, Nov. 24, 2003, 8:51 p.m. EST -- The success or failure of financial services firms will depend increasingly on their ...
November 24, 2003
N.Y. Life Names 36-Year-Old Life Unit Co-HeadNU Online News Service, Nov. 24, 2003, 3:43 p.m. EST -- New York Life Insurance Company, New York, has named a 36-year-old executive co-head ...
November 24, 2003
New Variable Product Accounting Rules ApproachNU Online News Service, Nov. 24, 2003, 8:39 p.m. EST -- Some insurers are making announcements about charges that they expect to take once ...