AEF Insights Blog

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share one of the efforts that I learned on how these successful advisors have used the power of charity to grow their business.

Effective on October 1, 2018, American Endowment Foundation (AEF) will implement a higher minimum fee.

By Sharna Goldseker, Executive Director, 21/64, Guest Columnist

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

Over the years, I have had the privilege of learning from some of the most successful advisors in the country. Let me share one of the tips I learned from advisors about the power of charitable giving and how they use it to grow their AUM.

By Ken Nopar

By Eric Kinaitis

By Andrea Kushner Ross J.D., LL.M - Director, Andrew T. Bishop, CFA - Associate Director,  & Jennifer R. Ostberg, CFP ® - Senior Analyst,  Bernstein Private Wealth Management   Guest Columnists

Now that 2017 is behind us, it’s time to start planning for 2018. Specifically, it’s important to think about charitable gifts. Why?

By Phil Cubeta, CLU®, ChFC®, CAP® 
Guest Columnist

By Eric Kinaitis

By Ken Nopar