DAFs now significantly outnumber private foundations in the U.S., and the gap is widening.

Origin Investments isn’t bound by strict boundaries and is eyeing expansion into other U.S. markets.

LearnVest advisors being offered jobs at Northwestern Mutual, retirees are experiencing financial challenges and two Buffalo firms merge.

A recent Merrill Lynch study finds women have to work harder than men.

Trusts and estate lawyers are facing high-class problems, EP Wealth Advisors names a new CEO and 280 CapMarkets launches 280 BestX document support.

In the rarefied world of wealth management, Xapo is known for a client list studded with family offices.

A new landscape under the Tax Cuts and Jobs Act.