Angie O'Leary

Angie O'Leary

Head of Wealth Planning

Angie O'Leary is head of Wealth Planning at RBC Wealth Management–U.S.

Wealth management

Charitable giving strategies that maximize client impact

Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.

By Angie O'Leary

June 16

TRENDING

Tax

Can my client claim frozen embryos as dependents?

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

By Sophia Duffy

1h ago
Industry News

Hybrid firm to acquire $2B RIA in first M&A deal

Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.

By Tobias Salinger

2h ago
Professional development

CPA planners urge more tax pros to adopt wealth management

New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.

By Tobias Salinger

3h ago