Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and...
The Pacific Legal Foundation, which has a record for arguing against “government overreach” before the Supreme Court, is representing Frank Black in the latest case challenging FINRA's Constitutionality.
Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing.
An insightful conversation on how innovation, AI and other cutting-edge tools are preparing advisors for the great wealth transfer.
An overview of the new fiduciary reporting requirements for trustees and their advisors.
Notes on these TED Talks that inspired your colleagues.