Planned giving officers for charities, lawyers and other professionals who advise individuals who make significant gifts to ...

Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer ...

Ali Bedford discusses how lawmakers and thought leaders in Washington, D.C. have turned their attention to 2025.

The emergence of decentralized unincorporated autonomous organizations.

Charitable giving through planned giving instruments, such as bequests, charitable gift annuities and life insurance ...

Al W. King III describes how the purpose trust has evolved into a powerful estate-planning vehicle in the United States.

Charitable giving is one of the most rewarding experiences, both personally and professionally. Some of my most satisfying ...

Thierry Noir’s An incredible burst of energy spreads around the market square sold for £25,400 at Phillips Modern & ...

(Bloomberg) -- In the traditional investment world, providing custody of assets is a pretty boring, albeit crucial, business: ...

The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according ...

Sports and activities coverage. Extends medical coverage for adventure sports like hiking, skiing and mountain biking, which ...

The objective of asset allocation funds is to provide better-than-benchmark returns with (possibly) lower volatility through ...