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.
Congress Mulls Regulatory Authority
By Arthur D. PostalOne of the key issues a House-Senate panel reconciling different versions of financial services reform will have to address is the powers of an authority that would be created to liquidate failed large financial firms, including insurers.
June 04, 2010
AEF Says Donor Advised Funds Surge as Charitable Contributions RiseFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
June 02, 2010
Nationwide Foundation Backs American Red CrossThe Nationwide Insurance Foundation is giving $1.54 million to the American Red Cross to help the nonprofit fund national disaster response efforts, blood mobiles, and chapter response and readiness activities.
June 01, 2010
Partners in the CommunityTwo River Community Bank is 10-year-old financial institution based in central New Jersey with 15 branches in Monmouth and Union counties. William Moss, the bank's...
May 31, 2010
What are the biggest expenditures you have planned for the summer?Probably, our annual summer vacation to Hawaii.
May 26, 2010
Proposed Rule Changes Will Alter Plan Sponsor-Service Provider DynamicService providers will have to disclose fees and explain conflicts of interest.
May 18, 2010
New Greenway Family Office Serves HNW Clients in St. LouisThe multi-family office focuses on ways a family's financial capital can support its human and social capital.
May 18, 2010
MetLife Posts Disability PaperA unit of MetLife Inc. has published a report that can help employers understand the importance of protecting employees against the risk of disability.