[Donor-advised funds (DAFs), first created in the 1930s, have long been a cornerstone of philanthropic giving. However, they have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.
[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of what a financial advisor can do and be for their clien
“ You only have two choices when it comes to caregiving: plan or panic…The lack of a plan can tear a caregiver’s life apart…This book will help families overcome objections that relegate extended care planning to stressful crisis planning.”
[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived in their communities.
[The expanding holistic financial planning movement along with the growing threat of rising taxes in retirement is breaking the traditional “You Shall Not Pass!” demarcation between financial advisor advice and accountant/CPA tax services.
[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin
[Opioid addiction, overdoses, and deaths continue to be a major threat on family finances, careers, retirement plans, life goals and financial advisors can play a major role in helping clients through this crisis.
[As FinTech companies, robo-advisors, and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of financial services, some financial advisors in response have developed very innovative approaches
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