Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and...
Wednesday, September 27, 2023 | 4:15 PM ET
Sep 07, 2023
Personalize your marketing strategy to attract the clients you want.
Sep 05, 2023
Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.