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.
Charitable Accounts Spur Giving, Schwab Finds
By Staff WriterNU Online News Service, Nov. 26, 4:25 p.m. -- The Charles Schwab Corp., San Francisco, says 78% of the customers who have opened accounts ...
September 20, 2001
Electronic Delivery: The Communication Method For Funds In The 21st CenturyElectronic Delivery: The Communication Method For Funds In The 21st CenturyByCustomer service communication methods have grown exponentially over the history of the financial services industry.The ...
September 06, 2001
AIG Cutting 1,500 JobsNU Online News Service, Sept. 6, 10:24 a.m. -- American International Group Inc., New York, says it will cut 1,500 jobs over the next ...
July 17, 2001
Advisor Selection Database Gets 7,000 HitsNU Online News Service, July 17, 5:15 p.m. -- InvestorTree Inc., Bronxville, N.Y., says consumers have used its Financial Advisor Locator Network 7,000 times ...