Philanthropy

Don’t run afoul of campaign finance laws.

Also, Betterment integrates with Daffy, d1g1t launches a UMA framework and Advisor CRM launches.

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Will this decision create harmony or discord?

Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity.

Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs.

As artificial intelligence becomes more powerful, it will enable charities to focus their efforts on more long-term problems.