At least two national ad campaigns have been launched this year promoting segments of the financial advisory business, but don’t look for leaders in the broadly diverse industry to collaborate on a unifying campaign a la “Got Milk?” anytime soon...
The brokerage business is dead. With commission rates hovering around zero, making a living by buying and selling securities on behalf of customers is a thing of the past. Some brokers are reinventing themselves as investment advisers within...
The U.S. wealth management arm of UBS is accusing some headhunters of playing dirty tricks. That’s as the business, UBS Wealth Management Americas (WMA), rides out the sensational trading scandal at the London offices of UBS, pushing forward with...
U.S. Court of Appeals for the Ninth Circuit approves defined value formula The Ninth Circuit upheld the Tax Court's decision approving a formula gift and sale in Estate of Anne Y. Petter v. Commissioner, F.3d (9th Cir. No. 10-71854, Aug. 4, 2011)...
Fighting heart disease is very personal for researcher Benoit Bruneau. His father and uncle both suffered heart attacks before their mid-40s. And just a few years ago his daughter was born with a tiny hole in her heart. It really hit me that heart...
The mission of AMDF is to work for the prevention, treatment and cure of macular degeneration by raising public awareness and knowledge about the increasing threat of this disease, providing support and advocacy for those afflicted with the...
Silicon Valley Community Foundation is committed to solving the most challenging social problems in service of the common good. Since 2007, we have awarded more than $1 billion in grants to charitable causes in our region, across the country and...
Since 1981, People For the American Way Foundation has been dedicated to making the promise of America real for every American. Our vision is a vibrantly diverse democratic society in which everyone is treated equally under the law, given the...
Solutions for You and Your Clients We offer an array of tax, estate and charitable gift planning options to help you tailor each of your client's financial objectives with his or her philanthropic goals. Visit our newly launched charitable gift...
The Rotary Foundation of Rotary International is poised to change how the world thinks about resolving conflict and securing peace. Committed to doing good in the world, Rotarians have developed the Rotary Centers for International Studies in...