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.
Proposed Rule Changes Will Alter Plan Sponsor-Service Provider Dynamic
By Michael S. FischerService providers will have to disclose fees and explain conflicts of interest.
May 17, 2010
Bull Run in Equities Ignites Charitable Planning OpportunitiesAccompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.
May 07, 2010
Flood Relief Effort: Nationwide To Donate $100,000The Nationwide Insurance Foundation is giving $100,000 to the American Red Cross Disaster Relief Fund to help victims of the recent flooding in Tennessee.
May 06, 2010
Three tips about free adviceEven if someone says they want your opinion, they may just be looking for validation.
May 01, 2010
How to Quietly Achieve ExcellenceRecently, a recruiter who spends lots of time in the offices of financial advisors told me he has consistently found Research magazine on his prospects'...
May 01, 2010
The High-Performance Coach: Building Loyal Client AdvocatesIn this month's column, we will introduce the concept of Loyal Client Advocates. One of our coaching observations is that high-performing advisors reject the general...
April 30, 2010
Weekend interview: Greece's wings of waxQuestions surrounding Greece's solvency and the resulting fallout continue to grow. In recent days, more than one commentator has openly asked if it's the beginning...
April 30, 2010
Sontag Advisory commits funds for new 400-student school in HaitiSontag and Charitable Giving Partners to construct fully equipped, earthquake-resistant primary school