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By Michael S. Fischer |
August 3, 2012
A new tool on Foundation Center's website monitors Giving Pledgers' activities as part of its 2020 strategic plan to encourage greater transparency in philanthropy.
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By James J. Green & Joyce Hanson |
June 27, 2012
Insite 2012, Pershing’s 14th-annual conference, attracted more than 2,000 attendees, many of whom are broker-dealer home office personnel and BD reps who work through Pershing’s clearing business and use its technology.
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By Ellen Uzelac |
June 27, 2012
In less than one year, advisor Elle Kaplan’s “online tribe,” as she calls it, has surged from 10 to more than 2,400 Twitter followers. Not coincidentally, a dozen of them have signed on as clients.
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By Joyce Hanson, AdvisorOne |
June 8, 2012
“Well-being is the one thing that predicts everything,” says Chopra—including the economy, social unrest, conflict, hospital admissions and financial institutions.
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By Michael S. Fischer |
April 18, 2012
A Chinese delegation on a recent East Coast tour to learn about the U.S. nonprofit sectors couldn’t believe that government controls of these entities were so loose.
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By Marlene Y. Satter, AdvisorOne |
February 7, 2012
Move over, Wizard of Omaha. You’ve got company–the Wizard of Little Whinging. Actor Daniel Radcliffe, best known for his portrayal of wizard Harry Potter, has come out in favor of taxing the wealthy, himself included.
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By Alexei Bayer |
February 1, 2012
We’re conditioned to regard taxation as bad for the economy.
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By Mark Tibergien |
October 1, 2011
Current events in the news illustrate the difficulty of effective succession planning.
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By Dan Berman, AdvisorOne |
September 29, 2011
Andrew Carnegie kicked off the idea of the rich elite giving back; so AdvisorOne humbly highlights 10 people—of the many to highlight—who used their wealth to help others.
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By Angie Herbers |
July 28, 2011
Younger advisors, and those who look younger, should be prepared to respond smartly to instances of discrimination.