The act of philanthropy can take on a spiritual dimension, opening up the opportunity to engage your clients in more meaningful conversations.

Clients that aren’t aware of their options can’t make informed decisions.

Advisors who know about and can discuss philanthropy may be strengthening their own business.

Tales from the burgeoning crypto-underwriting business.

Anxiety during middle age may be linked to higher rates of dementia late in life.

Schwab charitable DAFs rise to record levels, a flurry of M&A activity in the RIA space and a ”social investing“ app aims to make trading less scary.

ETFs that hone in on single issues may be the future.