Updated Saturday, December 20, 2014 as of 3:10 PM ET
Player Template for http://www.onwallstreet.com
Related Content
Here's how to help clients maximize both the charitable and tax benefits of any donation. read more »
Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning. read more »
July 15, 2013
William F. Austin founded the Starkey Hearing Foundation in 1984 with the premise: “Alone we can’t do much, but together we can change the world.” Although hearing loss affects 63 million children worldwide, many do not have access to hearing devices. Starkey Hearing Foundation fits and gives more than 100,000 hearing aids annually, and as a member of President Clinton's Global Initiative, it has pledged to fit one million hearing aids this decade. Here’s how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself.

Read More: How One Advisor Helps Clients Give Back

»
March 26, 2014
Advisors are often eager to prospect for high-net-worth clients, but these clients have different needs and may not be a good fit for every firm. Here's what it takes to win wealthy clients. »
April 2, 2014
Advisors should encourage wealthy clients to feel more comfortable with alternatives and co-investment opportunities, while helping ultra-high-net-worth families understand they may have the power of an institution, says Brian Walsh, chairman and CIO of Saguenay Strathmore Capital. »
February 28, 2014
Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to. »
Corporate executives are smart, but they need help when it comes to planning. Here are a few sophisticated techniques that can help them. read more »
Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions. read more »
Advisors don't often discuss philanthropy with clients. Here's why that's a money-losing mistake. read more »
Karla D'Alleva Valas, a managing director of the Complex Asset Group for Fidelity Charitable, says she cringes during her church's services when congregants drop envelopes of what she assumes is cash into the donations basket. Why? Cash is expensive, she told advisors at the Women Advisors Forum in Dallas on Thursday. read more »
Quick Polls
Are You Considering Changing Firms This Year?
Yes, to Another Wirehouse or Regional Firm.

14%

Yes, Considering Independence.

14%

No.

71%

Already a subscriber? Log in here