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.
Board to Death: Reloaded
By Bob Clark, Bob ClarkOne 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 01, 2006
FPA Honors Texas PlannerThe Financial Planning Association is giving the 2006 P. Kemp Fain Jr. Award to Bill Carter.The FPA, Denver, gives the award to an individual member ...
August 01, 2006
Ameriprise Dream Book A Surprise Marketing HitTaking a cue from its former parent company -- American Express -- Ameriprise Financial is devoting a large chunk of its resources to marketing. In...
July 31, 2006
FPA Honors Texas PlannerThe Financial Planning Association is giving the 2006 P. Kemp Fain Jr. Award to Bill Carter.The FPA, Denver, gives the award to an individual member ...
July 01, 2006
What is Your Name?Have you ever considered what you would name yourself if the choice were yours and not your parents? If you could pick any name in...
June 08, 2006
Nationwide Starts Corporate Volunteer ProgramNationwide has launched the On Your Side Volunteer Network Program, which will encourage its 33,000 employees to increase their personal volunteer efforts.To encourage their work ...
May 01, 2006
NumerologyNearly 60% of American millionaire households get investment advice from a professional advisor and more than half of these households have become more conservative in...
May 01, 2006
What is the IA Leaders' Council?The Council comprises accomplished advisors who have agreed to share their insights with Investment Advisor readers over the coming year and help guide the editorial...