Technology

Boomers give more to charities Fallback Image Decorative pattern

Industry

Boomers give more to charities

Boomers in the U.S. contribute 43% of all giving, finds a new study. Meanwhile, 11% of Gen Y donates to charities, and 20% of Gen X.

By Staff |August 9, 2013

1 min read

What clients find on Google: What’s a financial advisor? Fallback Image Decorative pattern

Planning and Advice

What clients find on Google: What’s a financial advisor?

When clients look for financial advisors online, results aren't always positive.

August 6, 2013

3 min read

Social media offers free client info Fallback Image Decorative pattern

Planning and Advice

Social media offers free client info

How to use Facebook, Twitter, and LinkedIn to connect with your book.

By Stuart Foxman |July 23, 2013

7 min read

What if you share a name with a criminal? Fallback Image Decorative pattern

Planning and Advice

What if you share a name with a criminal?

Financial services consultant Jeff Thompson* was crossing the U.S. border a few years ago when his vehicle was surrounded by armed border guards and his entire family ordered to step out. They told him his youngest son shared a name with a fugitive.

By Vikram Barhat |July 22, 2013

5 min read