| Similar Articles |
|---|
 |
BusinessWeek
September 24, 2007
Michelle Conlin |
Giving It All Away "The Billionaire Who Wasn't: How Chuck Feeney Secretly Made and Gave Away a Fortune" is an engrossing look at an unusual, influential philanthropist.   |
The Motley Fool
December 29, 2004
Selena Maranjian |
They Don't Get Buffett A Business Week article misunderstands superinvestor Warren Buffett and his philanthropic philosophy. Here's why. |
The Motley Fool
December 21, 2007
Brian Richards |
Be Like a Billionaire A new study shows that giving can make you wealthier. |
Financial Advisor
December 2010
Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
The Motley Fool
September 21, 2007
Matt Koppenheffer |
Quick Take: Blackstone's Way to Wealth The Schwarzman Charitable Foundation, created by Blackstone CEO Steve Schwarzman, has a paltry $991 set aside for charitable purposes. |
InternetNews
January 18, 2011 |
Apple's Big Quarter Softens Jobs' Leave After Steve Jobs said he's taking indefinite leave to deal with his health, Apple announced record revenues and $6 billion in profit for the quarter. Meanwhile, COO Tim Cook hints at a key investment. |
The Motley Fool
January 6, 2012
Evan Niu |
Does It Pay to Be Apple's CEO? Apple CEO Tim Cook has a big payday coming soon. |
BusinessWeek
December 1, 2003
Conlin & Hempel |
The Secret Givers These big-time contributors try to share their wealth while shunning the spotlight |
AFP eWire
May 18, 2010 |
Understanding High Net Worth Donors A new study of high net worth individuals in the U.S. and the U.K. found that those that gave the most did so out of a sense of responsibility or duty. |
Registered Rep.
August 12, 2010
Jerry Gleeson |
Learn the Business of Philanthropy to Keep Assets Advisors are too focused on the nuts and bolts of financial planning and tax strategies, and not looking at the larger picture of how charity is important to their clients. |
The Motley Fool
November 4, 2011
Evan Niu |
Does Tim Cook's Apple Think Different? The Wall Street Journal reports on some of the changes Tim Cook has made as Apple CEO. |
CFO
September 1, 2006
Chuck Jaffe |
Sowing the Seeds of Your Legacy Executives interested in charitable giving can take a page from the Buffett playbook and do more than simply list a favored recipient or two in a will. |
Registered Rep.
December 21, 2011
Charles Paikert |
How HNW Charitable Giving Is Changing The giving season is here, but what's being given, at least by philanthropic-minded high-net-worth clients, is changing. |
Financial Advisor
November 2008
Joseph J. Cohen |
Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth. |
Fast Company
April 2015
Tetzeli & Schlender |
The Steve Jobs You Didn't Know: Kind, Patient, And Human "This picture of him isn't understood," says Apple CEO Tim Cook. "I thought the [Walter] Isaacson book did him a tremendous disservice. It was just a rehash of a bunch of stuff that had already been written. |
Financial Planning
December 1, 2011
Paul Schervish |
Why Give? When planners help clients manage their wealth, it is important to help them recognize the deep emotional sources of philanthropy. |
The Motley Fool
December 23, 2005
Stephen D. Simpson |
Invest Like You Want to Be Rich! True wealth doesn't come by accident. It's built through disciplined attention to detail and a keen focus on what really matters. |
On Wall Street
April 1, 2012
Michelle Lodge |
Five Questions With King McGlaughon King McGlaughon of Foundation Source, which provides back-room support for foundations, tells how a financial advisor's knowledge of philanthropy gives him or her an edge. |
BusinessWeek
December 1, 2003 |
The Top Givers Today's philanthropists aren't leaving the good works to future generations -- they're making their mark now |
InternetNews
January 21, 2009
Andy Patrizio |
Apple Dodges Recession, Questions About Jobs Analysts never even ask about a rumored SEC investigation into the handling of the Apple's CEO's health concerns. |
Investment Advisor
February 1, 2011
Lewis Schiff |
Give It Away Today Philanthropists have gone public about why they give. |
The Motley Fool
July 21, 2010
Selena Maranjian |
George Steinbrenner's $600 Million Jackpot Tax cuts earlier in the decade gradually reduced the estate tax to its current level of zero in 2010, but it's scheduled to revert back to its previous state in 2011. He left the game at a financially lucrative time. |
AFP eWire
January 12, 2010 |
Six Types of Wealthy Donors A new study identifies six types of high net worth donors and explains what motivates them to give. |
The Motley Fool
March 29, 2004
Selena Maranjian |
Beware of Get-Rich-Quicksters Don't be gullible and fall for promises of easy wealth. |
The Motley Fool
August 25, 2011
Evan Niu |
A Look at Tim Cook A profile on Apple's new CEO, Tim Cook. |
AFP eWire
November 23, 2010 |
Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007. |
Financial Advisor
September 2006
Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. |
AFP eWire
June 30, 2008 |
Donors Who Mean Business High net worth business owners are dedicated donors who have incorporated philanthropy into their financial plans and will give steadily despite the economic environment. |
Searcher
February 2007
Cecilia Hogan |
Philanthropy -- Not Just for Rock Stars: "Real People" and Digital Donations A look at trends in online giving, the impact of disasters, being effective in your philanthropy, and resources for researching charities. |
The Motley Fool
December 15, 2009
Claire Stephanic |
What Do Bill Gates, Warren Buffett, and You Have in Common? The latest trends in philanthropy point to the individual donor. |
Financial Advisor
May 2004
Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
Registered Rep.
April 5, 2011
Charles Paikert |
Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered. |
Fast Company
April 2015
Rick Tetzeli |
The Evolution Of Steve Jobs A young college dropout whose behavior was so divisive and undisciplined that he was exiled in 1985 from the company he founded, turns around and becomes the radically effective visionary leader of a company that became the most valuable enterprise on earth. |
AFP eWire
July 21, 2009 |
Study of U.S. and U.K. Wealthy Shows Generosity Still High A report published this month by Barclays Wealth indicates that high net worth donors in the United States and the United Kingdom continue to give generously despite the bad economy. |
InternetNews
January 18, 2011 |
Apple Forges Ahead With Steve Jobs Sidelined What's next for Apple now that the company's iconic CEO has announced he needs to take an indefinite leave to focus on his health? |
The Motley Fool
March 12, 2009
Morgan Housel |
4 Years of Wealth, Up in Smoke A report by the Federal Reserve says that U.S. household net worth fell 18% in 2008, sending us back to just below the same wealth level as 2004. |
The Motley Fool
August 26, 2011
Jason Moser |
Steve Jobs' Resignation Was Already Priced In Why Apple's stock didn't move much. |
Registered Rep.
September 18, 2014
Megan Leonhardt |
Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing. |
U.S. Banker
July 2010
Howard Stock |
Worthwhile Wordplay? With the ranks of the affluent shrinking, some banks are downplaying the wealth in their wealth management marketing. Can a shift in semantics make a difference? |
Financial Planning
January 1, 2010
John J. Bowen Jr. |
Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs? |
The Motley Fool
December 29, 2006
Brian Richards |
Congrats on Your Profits. Now Give Them Away. Donating appreciated stock makes tax sense for you and shares your wealth with those less fortunate. |
The Motley Fool
December 2, 2005
Rich Duprey |
Wade Cook Faces Fraud Charges The former taxicab driver-turned-financial guru is socked with eight counts of tax fraud. |
AFP eWire
December 8, 2008 |
Lapsed Donors Say They Don't Feel 'Connected' The top reason high net-worth donors stopped giving to a charity in 2007 was that they didn't feel connected to the particular organization, reports a new study. |
Financial Advisor
March 2005
Grove & Prince |
Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade. |
AFP eWire
April 18, 2005 |
Major African-American Wealth Transfer Projected A recent report projects that the wealth transfer from African-American households via estates in the 55-year period between 2001 and 2055 will range between $1.1 trillion to $3.4 trillion. |
Registered Rep.
September 4, 2013
Diana Britton |
What Is Wealthy? Fifty percent of investors define wealth as having no financial constraints on what they do, while only 16 percent say it's about surpassing a certain asset threshold. |
AFP eWire
November 13, 2006 |
Majority of Wealthy Unaffected by Tax Incentives, Not Interested in Leaving a Legacy A new study reveals that a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving. |
Fast Company
April 2015
Tetzeli & Schlender |
Tim Cook On Apple's Future: Everything Can Change Except Values The Apple CEO talks about what makes his company different from others. |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
AFP eWire
September 8, 2014 |
AFP's Response to National Post Article on Policing of Political Activities of Charities The charitable tax designation and the tax credit bind together the interests and concerns of all of us in the betterment of our society. |
