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Financial Advisor
November 2006
Bruce W. Fraser |
The Ethical Testament These days, it's not so much how much money you give but why. One concept gaining momentum among financial advisors is ethical wills. The document is a way to share beliefs and memories with heirs and friends, though not legally binding.   |
Registered Rep.
February 25, 2014
John Kador |
The Rep's Guide to Ethical Wills Advisors who can assist clients with the transfer of their intangible legacy as well as the transfer of their material assets will reap the benefits of better serving their existing clients and the inheritors of the legacy. |
AFP eWire
December 20, 2004 |
Nonprofits Must Comply with CAN-SPAM Regs As expected, nonprofit organizations are not automatically exempt from the final regulations recently published by the Federal Trade Commission (FTC) regarding the CAN-SPAM Act. |
On Wall Street
February 1, 2013
Denise Federer |
Guiding a Client's Moral Legacy An ethical will can ensure the positive impact of your client s life on future generations. |
